We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us. You can also see our individual pages for more information about us.
Jerry Klosterboer was recognized with the Flame of Excellence award in 2009. The honor is given to financial advisors who have demonstrated excellence in the financial services field throughout their careers of 25 years or more.
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Tim Buscher is a financial advisor with over 20 years of experience in Lake Tahoe with First Allied Securities.
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Mike has been devoted to retirement planning for most of his career; however, recently he earned his insurance license and earned the designation as Certified Wealth Strategist (CWS) in August 2009." Mike has been with First Allied since 2000.
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Erik joined First Allied in 2009. Erik has 5 years experience in financial services and a Bachelors Degree in Business Economics from UCSB, He assists the advisors with operations. More