Our Investment Team
ANA I. RAMIREZ, AIF®
Owner/Investment Advisor
CA Insurance License # 0D32519
Ana Ramirez established her investment advisory business in the spring of 2008. She has over 24 years of experience in the securities industry and holds a Series 7, 24, 63 and 66 registrations. Additionally, she is a Investment Advisor Representative 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 had served on the Finance Committee at Holy Trinity Church, in El Dorado Hills, California, for the last 10 years, and has held other leadership roles there for over 20 years.
Ana has been married for 41 years and has two daughters. She has lived in the greater Sacramento area for over 50 years and enjoys various outdoor activities. Most of her personal time is spent traveling locally with her family. She has resided in the El Dorado Hills area and presently resides in the foothill community of Rescue, California.
Ana has a strong passion for building a family-like envionment for her clients. She is dedicated to knowing her clients and identifying their personal situation, so that it becomes a part of the plan for their future.
RACHELLE TRAMMELL
Client Services Associate
Rachelle joined the team in April 2025. She is originally from Lodi, California. She has been an administrative director/ business owner of a local residential and commercial construction company for over 25 years. In 2020, she decided to follow her two adult sons to Folsom, California, where she is enjoying her new grandson and this beautiful area. She loves all things Tahoe, wine tasting & taco Tuesdays. She is very excited to be working in a new arena and learn about wealth management with Ana.