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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brady Schneider

Chief Operations Officer

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Amy Graves

Paraplanner

Brendan Turelli

Financial Professional

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Dillan Micus

Owner/CEO

Dillan Micus is the owner & CEO of 345 Wealth Management, a financial services firm focused on guidance and comprehensive, detailed planning around the three most important phases of wealth management. Dillan has created and built out...
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Jocelyn Reyes

Executive Assistant to Pat Kearns

Kevin Ferm

Financial Professional

CA Insurance License: #4315639
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Lamarr Rogers

Registered Broker

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Megan Mandel

Financial Professional

CA Insurance Lic. #0L37862
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Sylvia Kimball

Financial Professional

Sylvia does not offer investment advisory products and services. CA Insurance Lic. #0H49652
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Tommy Goers

Director of Client Services

Tommy heads the client service department and has been working with the team for the past 3 years. He has a keen focus on delivering exceptional client experience and has a deep commitment to ensuring every client interaction is...
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