Broker Check

Meet the Team

In our practice, we have the client—and only the client—in mind.

Michele's reasons for becoming a financial professional are deeply personal. She repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with her understanding of personal finance, coupled with her training as a financial professional, she can help people better prepare for the future. 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 work with our team.

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.

Brittney Cronick

Brittney Cronick

Administrative Assistant

(707) 685-9790

Michele De George

Michele De George

President - Wealth Advisor

(707) 685-9790

Client Centered

Client Centered

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

We can help you address your needs of today and for many years to come. We look forward to working with you.

Kelly acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (10/20)