LET’S PLAN FOR LIFE’S CHANGING MOMENTS.
FINANCIAL FREEDOM STARTS WITH A PLAN
While the future is impossible to predict, the steps you take today can help you prepare for life’s changing moments and pursue a brighter future.
At Golden 1 Investment Services, we develop personalized strategies to help you pursue your greatest goals. These financial strategies are built collaboratively with care. Best of all, here at Golden 1 you can benefit from quality investment services from people who care about you.
You can trust our LPL Financial Advisors to put your needs first. People before profit is the Golden 1 Investment Services way.
WHAT ARE YOUR FINANCIAL GOALS?
WHAT ARE YOUR FINANCIAL GOALS?

Planning
The path to plan for and reach your goals can be a winding road. The ability for our advisors to adjust strategy and your plan is just as dynamic.
- Retirement
- A new baby on the way
- Pursuing a graduate degree
- A new house for your family

Investing
Our collaborative investment process emphasizes the importance of broad diversification and strategic asset allocation as a means to limit concentration risk.
- Tax efficient investing
- Pension optimization
- Social Security claiming strategies

Giving
Your needs are diverse, and our approach is personalized. We take an interest in our clients and strive to create meaningful relationships built on comfort and trust.
- Charitable giving
- Socially responsible investing
- Legacy planning
OUR PROCESS IS SIMPLE AND BEGINS WITH YOU
We take the time, one-on-one, to understand your specific goals.
We create a personalized plan that fits your unique objectives and circumstances.
Together, we track your progress and adjust if your situation changes.
LET’S WORK TOGETHER
We’re here to provide the strategy and support you need to build and preserve wealth. Choose a level of service that suits your comfort zone and start investing today.
Work one-on-one with your Advisor: a full-service approach to investing and wealth management that allows you to maximize the experience of a professional financial advisor.
Self-guided investing platform: consult with an advisor for basic guidance and self-manage your investments using our automated online tools.
Find an Advisor to set up a free, no obligation consultation today.
YOUR GOALS ARE WITHIN REACH
Please call 1-833-839-0023 for your free no obligation consultation.
Find an Advisor in your area.
MEET OUR TEAM

Adrian Shanker
LPL Financial Advisor Associate
Adrian Shankar, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2024. He holds the Series 7 and Series 66 registrations through LPL Financial.
Adrian is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License # 4098707. Adrian specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Adrian provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
In his free time, Adrian enjoys traveling the world with his wife and kids. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Amber Lassner, CRPC®
LPL Financial Advisor Associate
Amber Lassner, CRPC® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2015. She holds the Chartered Retirement Planning Counselor® designation in addition to the Series 7 and Series 66 registrations through LPL Financial.
Amber is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K22985.
Amber specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Amber provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
In her free time, Amber enjoys hanging out with her son and daughter, traveling, and going to concerts.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Andrew Fairbanks, WMS℠
LPL Financial Advisor
Andrew Fairbanks, WMSSM LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2014. He holds a Wealth Management SpecialistSM designation in addition to Series 7 and Series 66 securities registrations through LPL Financial.
Andrew attended Cal Poly Humboldt. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0I34234.
Andrew specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Andrew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Away from the office, Andrew enjoys golfing with friends, traveling around the world, and spending time with his two beautiful daughters.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Andrew Ketchum
LPL Financial Advisor Associate
Andrew Ketchum, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2020. He holds the Series 7 and Series 66 registrations through LPL Financial.
Andrew is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #4038252.
Andrew specializes in retirement planning, college-cost planning, tax advantaged investing, and wealth transfer strategies. Through LPL Financial, Andrew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
When not busy at work, Andrew loves spending time with his amazing wife and two energetic daughters.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Anthony Lombardi, CFP®
LPL Financial Advisor
Anthony Lombardi, CFP® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2016. He holds a Certified Financial PlannerTM designation in addition to Series 7 and Series 66 securities registrations through LPL Financial.
Anthony received a Bachelor of Science degree in Business Administration from California State University, East Bay. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0I69193.
Anthony specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Anthony provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
When not at work, Anthony enjoys spending time with his wife and kids, playing golf, and cheering on the Sacramento Kings. Go Kings!
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Daniel Huegi
LPL Financial Advisor
Daniel Huegi, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2015. Daniel holds the Series 7 and Series 66 registrations through LPL Financial.
He is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K23493.
Daniel specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Daniel provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
When not at work, Daniel enjoys spending time with his family. He has two young boys that keep him and his wife active.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Darren Edge
LPL Financial Advisor Associate
Darren Edge, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2016. He holds the Series 7 and Series 66 registrations through LPL Financial.
Darren is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0M25962.
Darren specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Darren provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
When out of the office, Darren enjoys coaching, refereeing, or volunteering in youth sports.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Jason Crowell, CFP®
LPL Financial Advisor
Jason Crowell, CFP® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2013. He holds the Certified Financial PlannerTM designation in addition to Series 7 and Series 66 securities registrations through LPL Financial.
Jason received a Bachelor of Science degree in finance from Cal State University, Sacramento. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. California Insurance License #0H74932.
Jason specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Jason provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Jason’s parents were in the military, so he traveled a lot and lived in Germany for five years. Jason has two children and enjoys coaching T-Ball in little league.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Joczan Chavez, CWS®
LPL Financial Advisor Associate
Joczan Chavez, CWS® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2019. Joczan holds a Certified Wealth Strategist® designation in addition to Series 7 and Series 66 registrations through LPL Financial.
Joczan attended UC Davis, where he earned his degree in Sociology. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K13699.
Joczan specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Joczan provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
In his free time, Joczan enjoys spending time with family and friends, and watching the San Francisco 49ers win football games.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Joshua Summerhays, CFP®
LPL Financial Advisor
Joshua Summerhays, CFP® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2007. He obtained the Certified Financial PlannerTM and Chartered Retirement Planning Counselor (CRPC®) designations in addition to the Series 7 and Series 66 securities registrations held through LPL Financial.
Joshua received a Bachelor of Science degree in Business Administration from Cal State University, Sacramento. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. California Insurance License #0F65891.
Joshua specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Joshua provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Away from work, Joshua enjoys spending time with family, traveling, hiking in the mountains, golfing, or any active, outdoor activities.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Kristopher Wilson, ChFC®
LPL Financial Advisor
Kristopher Wilson, ChFC® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2014. Kris holds the Series 7 and Series 66 registrations through LPL Financial.
Kris studied economics and accounting at UC Santa Cruz. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K09012.
Kris specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Kris provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Outside of work, his two boys, ages 14 and 9, keep his family busy at the Lacrosse field, snowboarding, running, and kayaking on the American River.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Kyle Monahan
LPL Financial Advisor Associate
Kyle Monahan, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2018. Kyle holds the Series 7 and Series 66 registrations through LPL Financial.
Kyle is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0M91619.
Kyle specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Kyle provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
In his free time, Kyle enjoys camping with family and friends, fly fishing streams and rivers, and playing fetch with his German Shorthaired Pointer.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Lew H. Lemon, WMS℠
LPL Financial Advisor
Lew Lemon, WMSSM LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 1984. He holds the Series 7, Series 24, Series 63, and Series 65 registrations through LPL Financial.
Lew received a Bachelor of Science degree at the University of Nevada, Reno. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0681771.
Lew specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Lew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Outside of work, Lew enjoys skiing, fishing, and hunting with his family.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Matthew Perkins, ChFC®
LPL Financial Advisor Associate
Matthew Perkins, ChFC® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2015. He holds the Series 7 and Series 66 registrations through LPL Financial.
Mathew earned a Bachelor of Science degree in Business Administration. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K77640.
Matthew specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Matthew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Away from work, Matthew enjoys spending time with his wife and daughter and getting out on the golf course whenever he can.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Rick Cavalla
LPL Financial Advisor
Rick Cavalla, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 1995. Rick holds the Series 7, Series 63, and Series 65 registrations through LPL Financial.
He is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0B56572.
Rick specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Rick provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
In his free time, Rick enjoys playing golf and loves watching Raider football games.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Sally Louie
LPL Financial Advisor
Sally Louie, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 1998. Sally holds the Series 7 and Series 63 registrations through LPL Financial.
Sally is a graduate of UCLA. She is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0C59297.
Sally specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Sally provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Outside of work, Sally enjoys fostering large dogs and she loves to garden.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Sean Friesen
LPL Financial Advisor Associate
Sean Friesen, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2022. Sean holds the Series 7 and Series 66 registrations through LPL Financial.
Sean is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #4206350.
Sean specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Sean provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Away from work, Sean enjoys reading, traveling to new places, and spending time with family, friends, and his dog Dexter.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Senh Ly
LPL Financial Advisor
Senh Ly, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2007. He holds the Series 7, Series 63, and Series 66 registrations through LPL Financial.
Senh received his bachelor’s degree in economics from the University of California, Davis. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0D63961.
Senh specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Senh provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Outside of work, Senh spends his free time golfing and rooting for his favorite sports team, the Sacramento Kings.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Simon Yu Ye, ChFC®
LPL Financial Advisor
Simon Yu Ye, ChFC® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2020. Simon holds the Series 7 and Series 66 registrations through LPL Financial.
Simon received a Bachelor of Science degree from UC Merced. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #OM65863.
Simon specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Simon provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
Simon was born and raised in China and came to the U.S. when he was 11 years old. Away from work, he enjoys spending time with his wife and beautiful little girl.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |

Steven Frith
LPL Financial Advisor
Steven Frith, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2011. Steven holds the Series 7 and Series 66 registrations through LPL Financial.
Steven is a graduate of Cal State University, Sacramento. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0D22732.
Steven specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Steven provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.
When not at work, Steven and his wife Amy enjoy taking their two daughters to their many activities. Steven also likes golfing, traveling, and watching Kings, 49ers, and Giants games.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
---|---|---|
May Lose Value | golden1_m015_investment_risk_grid_involves_risk |
FINRA BrokerCheck
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

1The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered Investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Golden 1 Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Golden 1 Credit Union is not a current client of LPL for advisory services. Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.