Our Team

Don A. DeBernardi, CFP®

Principal

Don DeBernardi is a Certified Financial Planner® and has been practicing as a fee-only financial advisor since 2001. He earned his Bachelor of Science in Business Administration with an emphasis in Finance from California State University Fresno.

Since 2001, Don has played a major role in the firm’s growth from less than $25 million in assets under management to well over $300 million today. In 2010, he completed the purchase of Sierra Asset Management from the firm’s founder, Alan Graas, and is now serving as the company’s president. 

Don has served on the Board of Directors for the Oakhurst Sierra Sunrise Rotary Club, the Oakhurst Area Chamber of Commerce and the Oakhurst Community Center. He lives in Bass Lake, California with his wife Kristi and their five children where they enjoy the outdoors in their free time. 

Will Boyer

Analyst

Will Boyer graduated from Yosemite High School and is a recent graduate from Fresno State, where he earned his Bachelor of Science in Business Administration with an emphasis in Finance from California State University Fresno.

He has served on the Fresno State student managed investment funds team, which manages over $6 million in endowment funds for the Fresno State Foundation.

 

Will is excited to work where he grew up in our very own mountain community.

 

Kimberly Smith

Office Administrator
Notary Public

Kimberly Smith graduated from Temple City High School and earned an AS degree from Mt. SAC in the Los Angeles area.  She relocated with her family to Oakhurst in 2006. Kimberly is our Office Administrator and in-house Notary Public and has been part of the firm since 2008.

Kimberly is civic minded and has been a part of several community organizations both in Southern California and the Oakhurst area. She lives in Oakhurst, California with her husband John. Their four adult children live and work in neighboring communities. Kimberly is very family oriented and enjoys many outdoor activities.

 

Our Service Commitment

We pride ourselves on the personalized service and attention to detail that we provide to all of our clients. Simply put, we strive to provide our clients with an old-fashioned kind of customer service, the kind of customer service that is rare in business today.

We would Love to
Work with You!

What to Do:

Quote of the Month

“The market is the most efficient mechanism

anywhere in the world for transferring wealth from impatient people to patient people.”

– Warren Buffet