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Team

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

cross@madisonreps.com

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

President

t.holt@preservationcapital.us

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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Elaine McElmury

Controller

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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Becky Mulanax

Office Administrative Manager

805-462-0121

805-462-0160

b.mulanax@preservationcapital.us

Contact Becky with appointment requests, or any administration of your accounts. She is a kind warm professional that you will enjoy working with.

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Emma Holt

Administrative Assistant

805-462-0121

Emma is a Biology student and softball player at Pomona College in Claremont CA. She is here through summer helping out at the family business.

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Katie Rangel

Administrative Assistant

805-462-0121

k.rangel@preservationcapital.us

Katie is a graduate of Cal Poly. She has been working as an assistant with us since 2018. She is a bright and positive person. Knowledgeable in our operations, Katie and can be called on to set up appointments or research hard to...

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