Our Team

We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals. Your partnership with us lasts for life, and we’ll continually dedicate ourselves to developing a holistic planning approach that revolves around your needs as an individual – and your needs alone.

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Executive Team

James Slaughter Headshot
James Slaughter

President & Co-Founder
  

Giancarlo Foti Headshot
Giancarlo Foti

President & Co-Founder
  

Support Team

Joseph Bonacci Headshot
Joseph Bonacci

Portfolio Management Associate, CFA
  

Ron Segon Headshot
Ron Segon

Operations Manager
  

Melissa Smentek Headshot
Melissa Smentek

Executive Assistant to Giancarlo Foti & James Slaughter
  

Christie Terranova Headshot
Christie Terranova

Office Administrator
  

Kaitlyn Pfluger Headshot
Kaitlyn Pfluger

Trader & Licensed Administrative Assistant
  

Anna Alarcon Headshot
Anna Alarcon

Office Administrator
  

Kathy Beahm Headshot
Kathy Beahm

Office Manager
  

Jessica Ramirez Headshot
Jessica Ramirez

Registered Sales Associate
  

Natalie Cantwell Headshot
Natalie Cantwell

Administrative Assistant
  

Sofia Galvez Headshot
Sofia Galvez

Virtual Administrative Assistant
  

Kate Van Lenten Headshot
Kate Van Lenten

Administrative Assistant
  

Let’s talk

915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678

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915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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