LET’S PLAN FOR LIFE’S CHANGING MOMENTS.

Golden 1 Investment Services

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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
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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
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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

YOUR GOALS ARE WITHIN REACH


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MEET OUR TEAM


Amber Lassner Profile Headshot

Amber Lassner, CRPC®

LPL Financial Advisor Associate

andrew fairbanks photo

Andrew Fairbanks, WMS℠

LPL Financial Advisor

andrew ketchum profile headshot

Andrew Ketchum

LPL Financial Advisor Associate

anthony lombardi profile headshot

Anthony Lombardi, CFP®

LPL Financial Advisor

Daniel Dhillion photo

Daniel Dhillon, CFP®

LPL Financial Advisor

daniel huegi photo

Daniel Huegi

LPL Financial Advisor

darren edge photo

Darren Edge

LPL Financial Advisor Associate

gary paul profile headshot

Gary Paul, MBA, CFP®

LPL Financial Advisor

jason crowell profile headshot

Jason Crowell, CFP®

LPL Financial Advisor

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Joczan Chavez, CWS®

LPL Financial Advisor Associate

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Joshua Summerhays, CFP®

LPL Financial Advisor

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Kristopher Wilson, ChFC®

LPL Financial Advisor

kyle monahan profile headshot

Kyle Monahan

LPL Financial Advisor Associate

lew lemon profile headshot

Lew H. Lemon, WMS℠

LPL Financial Advisor

matthew perkins profile headshot

Matthew Perkins, ChFC®

LPL Financial Advisor Associate

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Rick Cavalla

LPL Financial Advisor

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Sally Louie

LPL Financial Advisor

Sean Friesen

Sean Friesen

LPL Financial Advisor Associate

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Senh Ly

LPL Financial Advisor

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Simon Yu Ye

LPL Financial Advisor

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Steven Frith

LPL Financial Advisor

FINRA BrokerCheck


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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1 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

 

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