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.

Timothy Holt

President

8054620121

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...

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.

Marissa McKervey

Office Manager

805-462-0121

805-462-0160

MarissaMcKervey@preservationcapital.us

Marissa is an outstanding administrative assistant. She comes to us with generous operations experience. She can answer your general questions, schedule an appointment or solve your administrative needs regarding your accounts held...

Sheron Williams

Controller

805-462-0121

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.

Team

Colleen Ross

Timothy Holt

Emma Holt

Marissa McKervey

Sheron Williams

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