Kornerstone

“There’s no greater display of confidence we receive from our clients than when they refer us to a friend or family member. Thank you for the many referrals over the years!” We are dedicated to providing investment management and strategic wealth planning to individuals, families, and businesses. Simply put, we strive to be our client’s trusted advisor. As your trusted advisor, we sit with you at the planning table along with attorneys, accountants, insurance specialists and many other professionals to bring you a comprehensive financial plan. Liberty Bell Financial Group's advisors aim to do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

As a Personal Financial Representative in Chico, I’ve gotten to know many local families. I understand that When it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Chico office, you’ll receive personalized service based on your ne...

Successful relationships are built on a foundation of trust. My 22 years of experience in assisting clients to manage the volatile landscape of investing has taught me the importance of understanding my clients separately and uniquely.