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Our Values & purpose

Make Us Different

GBB was founded in 1987 on the premise that a collaborative team continuously building their knowledge could better serve clients’ interests than any one individual. The goal has always been to improve our clients’ lives by helping them achieve their financial goals.  Our guiding principal then remains the same today: to act in our clients’ best interest, always.

As GBB has grown over the years, we have gained new capabilities, but our core values have not changed. Our Core Values are the principles that underpin how we behave in everything we do, and they translate to Client Value.



Our client relationships are our most important assets. We advocate for our clients. We have structured our business to avoid conflicts of interest. We disclose how we’re compensated, and we align our compensation with client outcomes, not sales of products. We work in Your Best Interest. Always.


We know that trust must be built over years and can be lost in an instant. We do what is right, we hold ourselves accountable for what we do and say, and we confront reality, even when it’s hard. If a client is impacted by our mistake, we make them whole, no questions asked. We work hard, set the bar high, and we don’t cut corners. GBB: High Standards. No Short Cuts.


We relentlessly strive to improve our firm and ourselves. We hire experts and people committed to becoming experts. We are continually building our bench of CFP® professionals, CFAs, CPAs, and CLU®s. In our approach to both investment and planning, we make choices with the long-term in mind, and we commit to A Disciplined Approach.


We believe we are stronger as a team than we are as individuals. We feature each other’s strengths with clients, and we believe that approach is a competitive advantage. We enjoy each other’s company and watch each other's backs. Proactive communication and attention to detail is the foundation of our practice, and our team approach helps us stay in close touch. We Pay Attention.


As a locally-owned firm for more than 30 years, we’ve always put a premium on investing in the Sacramento community. We’re all raising our families here right alongside our clients, and it matters to us to be reliable, just like a good neighbor. GBBers care about Sacramento and its people; we invest our time, talent, and resources to strengthen the community; we believe it’s in our clients’ best interest as well as our own. We’re Your Neighbor.

Our Purpose

GBB strives to create financial and emotional security. 

Our Vision


To be the clear choice for families of means in the greater Capital Region who want an engaged relationship with their advisor.


To be the clear choice for companies in Northern California who care about their employees' retirement outcomes.

Learn About Our
Extraordinary People

Our People

Check the background of this firm/advisor on FINRA’s BrokerCheck.