CALL US AT 916.925.8900 OR EMAIL US AT INFO@KEITHSPRINGER.COM

Team-approach

Meet Our Team

 

 

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Ed-Website.jpgEd Guanill Ed joins Springer Financial Advisors as a Senior Financial Advisor & Retirement Planning Specialist with 15 years experience in the financial services industry. Ed’s career began in 1997 in the banking and merchant acquiring sector. Ed served as Director of Business Development & Mergers and Acquisitions, where he was responsible for the management of more than $92 million in revenue. Today, Ed helps our clients prepare for retirement using sound financial principals. His focus is on showing clients who are in the retirement red zone how to achieve their financial goals by protecting and shielding their assets from market risk, while earning competitive rates of return and providing a guaranteed income stream they can never outlive in retirement.
Becky-Website.jpgBecky Altman is Springer Financial Advisors’ Operations and Office Manager. Earlier, Becky worked as a licensed workers’ compensation claims adjuster in Alaska for ten years. Since returning to Sacramento in 2006, she has also obtained her life insurance license. Outside of work, she enjoys cooking and bird watching.
Colby-PhilbinColby Philbin works in Investor Relations at Springer Financial Advisors. He is the initial point of contact for those requesting information and services from SFA; and is also in the training program to become an Advisor. Colby also acts as a para planner and works closely with the advisors in client portfolio analysis and services. Born and raised in Sacramento, Colby attended Rio Americano High School. After, he moved on to play football at Santa Barbara City College before graduating from University of California, Santa Cruz, with a degree in Economics and an emphasis in accounting.
Becky-Website.jpgNicole Dillon is Springer Financial Advisors’ Client Services Manager. Nicole is the primary contact for all client account needs and ensures that all processing work is being done efficiently. She has 8 years of experience in the banking/finance industry, previously working for Chase.
Sophia-Website.jpgSophia Herrera is the Web Content Specialist & Public Relations Director at Springer Financial Advisors and is responsible for maintaining the companies websites and blog, including content management & graphic design; as well as planning for special client events and workshops. Sophia is from the Bay Area, but a recent graduate of California State University, Sacramento where she received a BS in Business Administration and Entrepreneurship. When she isn’t at work, you will find her running, enjoying road trips, and spending time with her beagle Charley.

Springer Financial Advisors ("Advisor") is a federally registered investment adviser located in Sacramento, California. Advisor and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by the Securities and Exchange Commission and the State of California. Advisor's web site and its emails of general distribution are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor's web site on the Internet or dissemination of informational emails should not be construed by any consumer and/or prospective client as Advisor's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of Advisor's current written disclosure statement discussing Advisor's business operations, services, and fees is available from Advisor upon written request.

You may also obtain publicly available information about Advisor through the SEC website as follows: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx. Advisor does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Advisor's web site or incorporated in an email, and takes no responsibility therefore. All such information is believed to be reliable and authoritative but does not constitute sufficient information to be the sole basis for sound investment decisions and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Advisor) made reference to directly or indirectly by Advisor in its web site, email, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Certain portions of Advisor's web site (i.e. articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Advisor's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable. Advisor is neither an attorney nor an accountant, and no portion of the content should be interpreted as legal, accounting or tax advice.