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Our team

The team behind Yosemite Gold

A team of licensed professionals who will sit with you, understand what matters to you, and walk you through every option until you feel sure.

Meet the team

Our team brings together years of experience and specialized knowledge across financial practices. We work as one, so the guidance you receive is consistent, considered, and explained in plain words. Get to know the people behind Yosemite Gold.

Resources & tools

Free tools to see your numbers clearly

No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Dr. June.

  • Savings Calculator

    See how steady deposits and compound interest work together to grow your savings over time.

  • Debt Roll-Up Calculator

    Map out a debt snowball: clear one balance, then roll that payment into the next until every debt is paid.

  • Risk Profile Questionnaire

    Nine quick questions to help you understand your own comfort with financial risk, and your ability to take it.