Jacob Peaty
Jacob is a Sonoma County Native and born into the financial industry. Growing up with a grandfather as a Financial Planner, Jacob learned the value of money and the impact of compound interest at a young age. Financial planning has been a part of Jacob’s life since he was a boy.
After graduating with a degree in Applied Economics from the University of San Francisco, Jacob spent 10 years at a local Credit Union learning the finance industry. From there, he decided to join the family practice as a third-generation financial planner, following in his grandfather’s and mother’s footsteps.
Jacob is a CERTIFIED FINANCIAL PLANNER™, holds a Series 7 Securities License, Series 66, Registered Investment Advisory License through LPL Financial as well as CA Insurance License #1961728. Jacob handles the investment process from Financial Planning to investment research due diligence, portfolio design and on-going monitoring of investment and financial plans.
Outside of the office Jacob enjoys spending time with his high school sweetheart, Rachael, and their beautiful Daughter, Olivia. Jacob is an avid hockey enthusiast and can be found playing ice hockey at the local ice rink on a regular basis. As a family, they spend their time in their hometown of Windsor and enjoy gardening, hiking, and traveling.
Karin Peaty
A Sonoma County resident since 1978, Karin attended Empire Business College, SRJC and University of Phoenix. Karin’s professional career began in Title & Escrow in 1986 which blossomed into a 25-year career as an Escrow Officer and Branch Manager.
After watching and listening to her father work with clients to carve out their financial future, Karin left the Title Company to join Joel in 2008. Working and learning alongside Joel and developing long-standing relationships has been extremely rewarding and she continued his legacy upon his retirement.
Karin is the Office Manager and holds a Series 6 Securities License, through LPL Financial, along with CA Insurance License #4142616.
When not in the office, Karin enjoys spending time with her husband of over 40 years and their children and grandchildren. She also enjoys time spent reading, swimming, and traveling.