Nick Seifert

Investment Advisor

Connie Rhea

Client Relationship Administrator

Nick Seifert

Investment Advisor

Nick is a Colorado native and graduated from Colorado Christian University in 2015, earning his degree in Business and Administration. Nick joined one of the top 10 State Farm organizations right out of college, gaining him experience in the insurance industry that not many receive at such a young age. He joined the financial services industry in 2017 and began working at First Allied Securities in one of their top private firms. These experiences exposed him to the ins and outs of the Central Valley and allowed him the opportunity to obtain his Insurance, Series 7, and Series 66 licenses. He is currently working to obtain his CFP. CA Insurance license #0L59966

Nick moved to the Central Valley to start a family with his wife, Alyssa. They had their first child in February 2019 and their second in December 2020.

Connie Rhea

Client Relationship Administrator

Connie has worked in the financial services industry since 2000. She was previously employed with a large multi-line insurance firm for 15 years. Her duties there consisted of underwriting to training employees nationwide within the company. She is currently in charge of new business, record keeping, tracking & maintaining existing business and assists in all facets of the customer services. Connie enjoys spending time at the coast and spending time with her family.

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