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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we strive to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Deron R. Allred, CFP®

(916) 788-1812

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

I hold a Bachelor of Science Degree in Business Administration from California State University Sacramento.

I am a fully licensed Financial Advisor and a member of Royal Alliance, Inc.

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me.

I live in Loomis, CA with my wife, Dana, my daughters, Aubrey and Carly, and my son Keith.

Diane McKinney

Office Manager


As Office Manager, I support both Deron and Garrett in the daily operations to complete client onboarding and fulfill transactions and requests in a timely manner.

I hold Bachelor of Science in Accounting and Business Administration from California State University Chico. I have worked for KPMG (where I obtained my CPA), Sutter Health and Hewlett-Packard. I spent 21 years at HP and worked in Finance as a Business Controls Consultant, Marketing as a Pricing Manager for our Parts Business, Operations as a Project manager to move our parts ordering business from Phone to the Internet, and the remainder of time as a Project & Program Manager for the eSupport organization where we developed and maintained eSupport tools to produce cost savings for HP and timely support for our customers. I am also PMP® certified.

Today I live in Fair Oaks with my husband Darren and son Logan. In my free time I enjoy hiking, biking, cooking, and am a loyal soccer mom.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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