Our Team

At Monolith Financial Group, our sole focus is YOU.


Monolith Financial Group's mission is to build a lasting, trusting relationship with every client we serve. Our primary goal for retirees is to preserve and protect their wealth with comprehensive financial planning.

Joe Sinner 

Joe is an advisor with 23 years of successful financial management experience. His primary concern is asset preservation and protection. “I believe that to truly succeed, I need to know my clients and provide solutions that fit their respective needs and requirements”. “In the world of finance and asset preservations there is not a one-size-fits-all solution”. “This means I need to thoroughly understand your goals, needs and resources so together we can create the best financial plan for your retirement”.

His commitment to our clients is “peace of mind” and working to reduce or eliminate risk from their retirement portfolio. He understands that a safe and secure retirement plan is absolutely essential for those in retirement or about to retire.

Joe holds a Bachelor of Science Degree from Cal Poly. He is also a Certified Senior Advisor, CSA along with being a member of the National Ethics Bureau.

Joe and Melanie, his wife of 31 years, live in Granite Bay and are the proud parents of three adult children, ages 29, 27 and 24.

Lynnette Oakley 
Client Account Manager 
Lynnette@monolithfinancial.com 

Lynnette was been with Monolith Financial Group since 2008 as the Client Account Manager. She is a graduate of the California State University, Chico with a bachelor’s degree in Psychology and a minor in Business Human Resources. Prior to joining Monolith Financial Group, she’s worked in the insurance industry for over 12 years. She and Jeff worked together at the Roseville CSAA District office.

Lynnette’s primary responsibilities are as follows: 

  • Meeting with clients and initiating new client forms processing 
  • Following up with clients as needed to make sure all paperwork is processed correctly 
  • Processing new accounts, account transfers, new contributions and redemptions and beneficiary changes 
  • Handling day-to-day operational activities 

Lynnette resides in Roseville, CA. She has two children; a daughter in college and a son in middle school. She is very active in local sports, enjoys working out at the gym and spending time with her family and friends.

Greg Mitchell 
Associate Advisor 
greg@monolithfinancial.com

Greg joined Monolith Financial Group full-time in 2010 as a Life Insurance agent. In early 2011 he passed his Series 65 licensing exam, allowing him the designation of Investment Advisor Representative and a fiduciary responsibility to our clients. 
Greg's primary responsibilities include the following: 

  • Developing, servicing and delivering financial planning to clients 
  • Assisting in research concerning market conditions and available products 
  • Assisting in developing client event presentations 
  • Assisting in developing technology services 



To schedule a time to discuss your financial future, contact us at info@monolithfinancial.com  or call us at (916) 367-6430 today!