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At Preservation Capital firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Colleen Ross

Executive Administrative Assistant

(805) 462-0121

Colleen has been running our Atascadero office since 1999. She shines from inside and out. Call on her when you have any family updates, or need to know important information.

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Timothy Holt


Timothy has been advising clients since 1989. Thousands of people have benefited from meeting with him, and reading his various published magazine and newspaper articles, and from listening to him on local radio over the years. Clients...

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Erin Pennington

Office Manager

(805) 462-0121

(805) 462-0160

Erin has been working here at Preservation Capital Group since 2014. She does outstanding work and can answer your questions regarding accounts and administrative issues. She is also the person to go to for information regarding...

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Elaine McElmury


Elaine handles the day to day financial operations of the PCG group of companies.. She may answer the phone and is happy to assist directing you to the right person.
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Ray Tapanes

Health & Life Insurance Consultant

(805) 462-0121

(805) 462-0160

Ray has been helping people solve their problems in health and life insurance services for several years. Whether you are a small business or an individual, he can guide you through the complex maze of options.

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