Financial Advisors

Tim Smith Photo

Tim Smith: CLU, ChFC, RHU, RFC, LUCTF

President / Financial Advisor

tsmith@PlanWellLiveWell.com

Phillip Mottini Photo

Phillip Mottini: CEA, RFC

Vice President / Financial Advisor

pmottini@PlanWellLiveWell.com

John Burgeson Photo

John Burgeson: CEA

Business Development / Director of Operations

jburgeson@PlanWellLiveWell.com

Fred Croy

Financial Advisor

fcroy@PlanWellLiveWell.com

Randy Green

Randy Green: LUTCF

Financial Advisor

rgreen@PlanWellLiveWell.com

Keith Hentschel Photo

Keith Hentschel

Financial Advisor

khentschel@PlanWellLiveWell.com

Shashi Maliszewski Photo

Shashi Maliszewski

Financial Advisor

smaliszewski@PlanWellLiveWell.com

Christian Ramsey Photo

Christian Ramsey

Financial Advisor

cramsey@PlanWellLiveWell.com

Joe Siau Photo

Joe Siau: CMPS

Financial Advisor

joe@PlanWellLiveWell.com

May Tran Photo

May Tran: CLU, ChFC, CFP^®

Financial Advisor

mtran@PlanWellLiveWell.com

Russell Trumm

Russell Trumm: CFP^®

Financial Advisor

rtrumm@PlanWellLiveWell.com

Nicole Honeycutt

Commercial Insurance Agency

nhoneycutt@PlanWellLiveWell.com

Administrative/Technical Consultants

Jack Mossette

Jack Mossette: CLU, ChFC

Administrative/Technical Consultant

jmossette@PlanWellLiveWell.com

Office Staff

Amee Smith

Office Manager - Roseville

asmith@PlanWellLiveWell.com

Emily Lake

Executive Assistant - Roseville

elake@PlanWellLiveWell.com

Chimene Italia Photo

Chimene Italia

Executive Assistant - Roseville

citalia@PlanWellLiveWell.com

Lisa Metzger Photo

Lisa Metzger

Executive Assistant - Roseville

lmetzger@PlanWellLiveWell.com

Catherine Haury Photo

Catherine Haury

Executive Assistant / Office Manager - Auburn

chaury@PlanWellLiveWell.com

Diana Burleson Photo

Diana Burleson

Office Manager - Chico

dburleson@PlanWellLiveWell.com

THE SMITH-MOTTINI WEB SITE, CALCULATORS IN OR LINKED TO THIS WEB SITE, OTHER LINKS TO OR FROM THIS WEB SITE, AND CONTENT CONTAINED FROM THE WEB SITE OR NEWSLETTERS POSTED IN THIS SITE SHOULD NOT BE CONSTRUED BY ANY CONSUMER AND/OR PROSPECTIVE CLIENT AS SMITH-MOTTINI SOLICITATION TO EFFECT, OR ATTEMPT TO EFFECT TRANSACTIONS IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, OVER THE INTERNET. INFORMATION CONTAINED IN THIS SITE AND LINKS PROVIDED ARE BELIEVED TO BE FROM RELIABLE SOURCES. ANY PERFORMANCE DATA SHOWN REPRESENTS PAST PERFORMANCE, WHICH IS NOT A GUARANTEE OF FUTURE RESULTS. THE REGISTERED REPRESENTATIVES AND INVESTMENT ADVISOR REPRESENTATIVES FOR SMITH-MOTTINI ARE CURRENTLY LICENSED TO CONDUCT SECURITY AND INSURANCE BUSINESS IN THE FOLLOWING STATES: AZ,CA,CO,CT,FL,HI,ID,IL,MN,MO,NE,NM,NY,NC,OH,OR,PA,TX,WA,WY.