Understanding Comes from experience

Furman Sheppard Jr.

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
831-626-2345

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David Rutberg

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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831-626-2308

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Registered States:
AL, AZ, CA, CO, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, NC, NH, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA

Kenneth Schley

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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831-626-2361

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Registered States:
AZ, CA, CO, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, TX, UT, VA, WA

Rose Rausch

Senior Client Service Associate
831-626-2373

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Rose Rausch has been with the Pacific Investment Group for over 25 years.  She supports her financial advisors with her knowledge and experience.  With a focus on high quality client service and support, she offers clients the personal level of assistance and care they have come to expect.

Jacob Alexander Calderon

Client Service Associate
831-626-2363

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