Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.



*These services are offered by Randy Van Tassell and Joshua Ingram through their affiliation with HD Vest.

 

Randy Van Tassell

Partner

(760) 227-7700

[email protected]

Randy has been a Certified Public Accountant for over forty years and a Registered Investment Representative for over fifteen years. His professional background includes the audit staff and audit manager with the Los Angeles office of...
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Josh Ingram

Partner

(760) 227-7700

[email protected]

Born and raised in Sacramento CA, Josh received training in the field of Mechatronics. After completing school, he and his family moved to Mammoth Lakes and...

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Edina Ingram

Financial Advisor Assistant

(760) 227-7700

(877) 886-7272

[email protected]

Patricia Ellis

Financial Advisor Assistant

(760) 227-7700

(877) 886-7272

[email protected]