Our Investment Team

ANA I. RAMIREZ

Owner/Investment Professional 

 

Ana Ramirez established her investment advisory business in the spring of 2008.  She has over 22 years of experience in the securities industry and holds a Series 7, 24, 63 and 66 registrations.  Additionally, she is a Registered Investment Advisor and a Life Agent for Life, Accident and Health.  She oversees the investments and related business affairs of a group of individuals and families, specializing in retirement, college and estate planning affairs.  She also provides insurance services, including life and annuity products.       

Ana is a graduate of Sacramento State University, and has earned a Bachelor's Degree of Science in Business with emphasis in the area of Marketing.  Additionally, she has 22 years of experience as a Court Analyst within the county and federal court systems relating to family law and bankruptcy.  Throughout those years, she worked closely with the judicial staff and understands legal matters which can affect both individuals and families.  Ana uses this experience and knowledge to guide client matters and to collaborate with her clients' attorney.     

Ana presently serves on the Finance Committee at Holy Trinity Church, in El Dorado Hills, California, and has held other leadership roles there for over 15 years.

Ana has been married for 37 years and has two daughters.  She has lived in the greater Sacramento area for over 45 years and enjoys various outdoor activities.  Most of her personal time is spent traveling locally with her family. She resides in the foothill community of Rescue, California.

Ana has a strong passion for building a family-like envionment for her clients. Bringing in her youngest sister, Irma Brewer, into the business, highlights her dedication to instilling family values at the core of her business.

CA Insurance License #0D32519

IRMA BREWER

Client Services Associate

 

Irma joined the team in May 2023. She has lived in the El Dorado Hills area for over 25 years. She is married to Aron Brewer and has three children, Vincent, Selena, and Micaela. Irma enjoys the outdoors and travels with friends and family.