Santa Rosa, CA

Our Offices Santa Rosa, CA Contact US 2455 Bennett Valley RoadSuite B115Santa Rosa, CA 95404 (800) 882-7537 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise ERISA and Non-ERISA Retirement Plan Consulting Service Provider Searches Fiduciary Training Employee Engagement Fee Benchmarking Private Wealth Management Let’s Talk Serving the Needs of ERISA and Non-ERISA Retirement Plans The Robertson […]

Rick Tasker, GFS®, AIF®

Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting.  Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace […]

Yvette Clark

Yvette H. Clark is a Client Service Manager, VP in the Santa Rosa office. She brings over 25 years of experience in supporting the firm’s client reporting, client communications, and business development efforts. Yvette works with Rick Tasker, Managing Director and Principal, along with Elizabeth Barrett, Investment Advisor Representative, Associate.  Prior to joining Robertson Stephens, […]