Garrett Vanneman, CFP® is a fully licensed Financial Advisor, a member of the Royal Alliance Corporate Registered Investment Advisor Program, and holds the prestigious CERTIFIED FINANCIAL PLANNER™ - CFP® certification. He graduated with a Bachelor of Science in Economics and Business Administration degree from St. Mary’s College of California in 2003.
Outside the office, Garrett enjoys being involved in his community. He is an active member of the Roseville Chamber of Commerce, where he was awarded ”Ambassador of the Year” for 2017. In addition to that, Garrett is also a 2015 graduate of Roseville Leadership.
Garrett and his wife Nicole both grew up in Roseville, and live here today close to family. When he is not advising clients, Garrett loves to read, golf, and participate in triathlons. He is proud to have finished the inaugural IRONMAN Triathlon in Lake Tahoe in September of 2013. Garrett and Nicole are proud parents to two young boys, Dallas and Davis!
CA Insurance License #OG30000
With her Masters degree in Psychology as a Licensed Marriage and Family Therapist and over ten years experience in the Psychology world, Nicole now brings her passion for working alongside clients and helping them achieve what’s most important in their lives to Vanneman Financial Group. Her previous positions as Operations Manager and Clinical Director of a local Non-Profit make her the perfect fit for overseeing all organizational processes and procedures, business development and performance improvement.
As a dedicated wife, and mother to her 2 little boys, Nicole enjoys spending time with her family and friends, practicing yoga, getting lost in a good book, and perfecting her chocolate chip cookie recipe.
While not at the local park, soccer field, or golf course, you can find these two cuties distracting Mom and Dad, and keeping up rapport in the office. They are our reason for getting up and going to work everyday and striving for client excellence. The future is bright for Vanneman Financial Group.
Lynda spent 10 years working for Hewlett-Packard Company as a call center Lead/Analyst and Senior Collections Account Manager. She managed open receivables for both large accounts as well as State/Local governments. Her portfolio represented an average of $30,000.000.00 in potential revenue for the company.
After HP, Lynda used her knowledge in the financial advisory field as the Executive Assistant and Client Care Representative for a regional financial advisory company.
Lynda spends her free time outdoors as a long-distance runner and endurance cyclist, finishing 6 marathons including the Honolulu Marathon, as well as several Metric and one full cycling century. She enjoys gardening, as well as outfitting a historically significant home in Roseville California.
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