Broker Check

Team

Our team is diverse and highly qualified in providing excellent customer service.  We take pride in “going the extra mile” for each and every one of our clients.

 

Jan Schneider, founder of JL Schneider & Associates, is a CERTIFIED FINANCIAL PLANNER® professional.  She has provided comprehensive financial planning since 1981 and investment portfolio management since 1978...

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Angela Jamar

Chief Compliance Officer and Office Manager

(707) 522-8000

(707) 522-8000

Having graduated from Sonoma State University with a B.A. in Liberal Studies in 1990, she passed her Series 7 in 2000, Series 24 in 2001 and Series 66 in 2014.The Series 7 and 66 registrations are currently held through LPL Financial....

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Nancy Bockelman

Administrative Assistant

(707) 522-8000

(707) 522-8008

Nancy Bockelman began her career with LPL in 2003. With over ten years supporting LPL Advisors in Sonoma County...

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Alan Dorin

Registered Administrative Associate

7075228000

7075228008

Alan Dorin began his career with LPL in 2017. He has a strong mathematical and analytical background as he recently graduated from Sonoma State in 2015 with a BS in Statistics. He is a philanthropist of sorts, and takes pleasure in...

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Tom McCaffrey

Administrative Associate

(707) 522-8000

(707) 522-8008

Tom McCaffrey was born in San Francisco, grew up in San Mateo and Sunnyvale, and graduated from Seattle University with a BA in Political Science. Tom spent much of his career in retail management, training and development, and...

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