Team

At BluePrint Investments and Tax Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We can also answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mr. Burnell entered the securities industry as a financial advisor in 1999 and specializes in asset management for individuals, finance professionals and closely-held businesses. He holds the Chartered Financial Analyst (CFA) designation...

Read more

Michelle manages all office tasks for us including client service, marketing and administrative assistance. Her role includes tackling all manner of requests from our clients and financial professionals, so next time you experience...

Read more

Greg Cadger, EA has been a tax professional for nearly two decades and provides tax planning expertise to our firm.

Read more

Nicole Burnell

Administrative Assistant

(916) 978-1452

(815) 572-8086

Nicole has been handling business tasks for us ever since we started our own practice in 2007. She's an Admin extraordinaire. Her role includes: organizing events such as seminars and client appreciation events, so next time you attend...

Read more

Laurel is a health insurance expert and industry veteran with a dynamic and friendly personality. She can provide you with health insurance coverage including Medicare supplemental and/or your company with an employer health plan. CA...

Read more