Zephyr Cove, NV Office

Robin Desota is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Palisade Investments since 1998. Palisade Investments offers retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a strategic asset-allocation approach using diversified portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary management across multiple offices.

Scott Miller is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Palisade Investments since 2007. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios with mutual funds and ETFs, and offers both discretionary and non-discretionary services tailored to client goals.

Karen Pride is a financial advisor at Palisade Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade since 2016. In addition to her advisory role, she is a partner tax preparer at Financial Tax Team and has worked as an independent insurance agent since 2001. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, offering both discretionary and non-discretionary services across multiple offices.

Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Steven Burkett is a financial advisor at Palisade Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Investments since 2007. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm provides retirement-plan consulting, asset management, and financial planning using a strategic asset-allocation approach focused on diversified portfolios primarily composed of mutual funds and ETFs.