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Matthew O

Series 66

Grass Valley, CA

Raymond James Financial

Matthew Olsen is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has held roles at Sierra Foothill Asset Management, Inc. and Owens Estate and Wealth Strategies Group, where he serves as Chief Operations Officer and Associate, respectively. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sarah M

Series 66

Grass Valley, CA

Raymond James Financial

Sarah Moody is a Series 66 designated financial advisor with seven years of industry experience. She is currently affiliated with Raymond James Financial and serves as Lead Trader at Owens Estate and Wealth Strategies Group and Sierra Foothill Asset Management, Inc. She has been associated with Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary investment consulting using analytical and risk-profiling tools and supports a broad network of advisors with specialized municipal finance and employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Peter K

CFA®, Series 66

Grass Valley, CA

Raymond James Financial

Peter Ketchand is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a financial advisor at Raymond James Financial Services Advisors, Inc. and serves as Director of Research and board member at Sierra Foothill Asset Management, Inc., also operating as Owens Estate and Wealth Strategies Group. Outside of his advisory roles, he is a partner involved in subleasing office space related to his firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kellie E

Series 66

Grass Valley, CA

Raymond James Financial

Kellie Ettlin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and seven years of industry experience. She has worked at Owens Estate & Wealth Strategies Group and Sierra Foothill Asset Management, Inc. since 2020, and previously spent one year at PricewaterhouseCoopers, LLP. Kellie is a partner and Chief Financial Officer of Sierra Foothill Asset Management, Inc., where she is actively involved in operations. Raymond James Financial provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities, using a non-discretionary approach tailored to client goals and supported by analytical tools and risk profiling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dylan B

Series 66

Grass Valley, CA

Raymond James Financial

Dylan Blomgren is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Owens Estate and Wealth and Sierra Foothill Asset Management, Inc. outside of his role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sonia J

Series 66

Grass Valley, CA

Raymond James Financial

Sonia Jenkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She serves as Branch Manager and CEO of Owens Estate and Wealth Strategies Group and Sierra Foothill Asset Management, Inc. Jenkins has held advisory roles at Raymond James since 2011 and previously worked with Owens Capital Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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