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Contact Us

Associates

Tim Smith, CLU, ChFC, RHU

Phillip  Mottini, CEA, RFC

Randy Green, LUTCF

John Mulvaney, MBA, ABA, EA, RFC, CEP

Russell Trumm, CFP®

Fred Croy, Chief Operating Officer

Michael C. Hoffman, CLU, ChFC, RFC

Steve Wolff

Mark Judish

ASSOCIATES - Auburn

Keith Hentschel

CLIENT SERVICE MANAGERS

Diana Burleson, Office Manager

Amee Smith

Carrie Foster

Judy Croy

Crystal Argabright

Lisa Metzger

Sabrina Schneider 

Chimene Italia

Gina Campagna

Richelle Kellen

COMMERICAL INSURANCE

Nicole Honeycutt

LEGAL/TRUST ADVISORS

Robert C. Duncan

TAX/ACCOUNTING ADVISORS

Frank Delany

Linda Duncan

Christian Duncan

Jack Everett

Pat Everett

TECHNICAL CONSULTANTS

Jack Mossette, CLU, ChFC

About Us

  • Our Associates
  • Our Location
  • Services
  • Calender of Events
  • Resources
  • Careers at Plan Well Live Well
  • Tell A Friend
  • Affiliated Offices
  • About Us
  • Schedule Annual Review
Contact Us

2520 Douglas Blvd. Suite 110
Roseville, CA 95661

Phone: 916-797-1020
Fax: 916-797-3020

fcroy @planwelllivewell.com
Map and Directions

SECURITIES OFFERED THROUGH QA3 FINANCIAL,LLC. MEMBER FINRA / SIPC INVESTMENT ADVISOR SERVICES OFFERED THROUGH QA3 FINANCIAL, LLC. AN SEC REGISTERED INVESTMENT ADVISORY FIRM LOCATED IN THE STATE OF NEBRASKA. PLAN WELL LIVE WELL AND QA3 FINANCIAL, LLC ARE NOT AFFILIATED COMPANIES.

THE PLAN WELL LIVE WELL 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 PLAN WELL LIVE WELL 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 PLAN WELL LIVE WELL 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.

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