Our Team
Felicia A Velasquez
Head of Medicare Services
(209) 231-3230
Felicia A. Velasquez grew up in Calaveras County, in the same township in which she currently resides. After a brief period of living in Stockton and Lodi, she returned to her home town to raise her son. Once accomplished, she was able...
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Jacob Peterson
Head of Life Services
Jacob W. Peterson grew up in Amador County before attending Benedictine University at Mesa in Arizona, where he played collegiate baseball. After graduating, he returned to California to join the family business and begin helping...
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William Peterson
Investment Advisor Representative
1-209-231-3230
William was born and raised on the San Francisco Bay Area Peninsula. He had the pleasure of working for the San Francisco Giants Baseball Team for 11 years before endeavoring out on his own. Mr. Peterson has had several successful...