Meet the Staff
- Elfrena Foord - Staff
Foord home page
Matt Page CFP® - Matt is a Certified Financial Planner™ and received that designation in April 2007. Matt is a graduate of the University of Oregon with a major in Finance. He was worked for 8 years in the financial planning and investment industry, the last 5 with our firm.
email: mpage@fvbe.info
phone: (916)487-8700 X 113
Bonnie Nelson is the Investment Manager. She is a graduate of California State University, Sacramento with a major in finance and management. She has worked for 20 years in the investment management area, the last 10 years with our firm.
email: bnelson@fvbe.info
phone: (916)487-8700 X 106
Trish Brosnan is the Operations Manager. She is a graduate of San Jose State University with a degree in hospitality management. She has worked in the financial services industry for 20 years, including 15 years with Merrill Lynch.
email: tbrosnan@fvbe.info
phone: (916)487-8700 X 118
Sample Financial Advisory Agreement Disclosure Information
Securities offered through Financial Telesis, Inc.
A registered broker/dealer. Member FINRA (Financial Industry Regulation Authority) & SIPC.
Investment advice offered through Foord Van Bruggen Ebersole & Pajak Financial Services
A registered investment advisor.