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
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.
Timothy Holt
President
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...
Marissa McKervey
Office Manager
805-462-0160
MarissaMcKervey@preservationcapital.us
Sheron Williams
Controller
805-462-0160
s.williams@preservationcapital.us
Sheron is the controller for Preservation Capital Group LLC. She has a long history ranging from Real Estate Agent to Bookkeeper. Behind the scenes.