Our Team

Damon Becker has been working as an Investment Advisor Representative since 1991. He provides fee-based comprehensive financial planning services to his clients. Mr. Becker graduated from Oregon State University in 1990 with a Bachelor...

Joshua began his career in financial services in 1998 with Franklin Templeton Investments. He worked with WM Financial Services (WMFS), an affiliate of Washington Mutual, Inc., since December of 2004. Joshua graduated from Heald...

Wilko Schutzendorf graduated from San Francisco State University in 2000 with a Bachelor of Science Degree in Business Administration with a concentration on Finance. He is an LPL Investment Advisor Representative. Before working for...

Tanshea Jackson started with Becker Financial Group in September of 2017. She is the office manager and assistant to Damon Becker and Wilko Schutzendorf at the main location in Walnut Creek. Tanshea was born and raised in Kansas City,...

Shannon is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks...