Your Team
Ric Komarek, RFC
financial planner and investment adviser
I founded my comprehensive financial services firm to help families totally and completely get their entire "financial house" in perfect order, and keep it that way, so that they can create the greatest probability of accomplishing their goals while making smart choices about their money.
I am assembling a highly experienced team of best-in-class experts to deliver fully comprehensive financial services to our clients. Each of them will have at least ten year’s experience in their narrow fields of expertise.
financial planner and investment adviser
I founded my comprehensive financial services firm to help families totally and completely get their entire "financial house" in perfect order, and keep it that way, so that they can create the greatest probability of accomplishing their goals while making smart choices about their money.
I am assembling a highly experienced team of best-in-class experts to deliver fully comprehensive financial services to our clients. Each of them will have at least ten year’s experience in their narrow fields of expertise.
Juli R. Martin, CPA
accountant and tax adviser
Juli graduated from Simpson University in 1998 with a bachelor's degree in Accounting and was licensed as a CPA in 2001. She has 12 years of experience in the public accounting field, including seven years as a Controller. She has been a resident of the north state since 1993. She and her husband, Noah, welcomed their first child, Tate, into the world on December 16, 2008.
Juli is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She is also working on her Master's in Business Administration and is a QuickBooks ProAdvisor.
accountant and tax adviser
Juli graduated from Simpson University in 1998 with a bachelor's degree in Accounting and was licensed as a CPA in 2001. She has 12 years of experience in the public accounting field, including seven years as a Controller. She has been a resident of the north state since 1993. She and her husband, Noah, welcomed their first child, Tate, into the world on December 16, 2008.
Juli is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She is also working on her Master's in Business Administration and is a QuickBooks ProAdvisor.