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Team

At RLJ, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services are offered by Randy Jenkins through his affiliation with HD Vest

 

Personal and Business Tax Planning, Business Development & Plans, Choice of Entity Analysis, Retirement & Estate Planning.

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Caleb Jenkins, CQP

Leader of Client Accounting Services

(209) 538-7758

Certified Quickbooks Proadvisor, QuickBooks Services, QuickBooks Ecosystem Advisor, Business Taxes, Individual Taxes, Accounting Services, Quarterly & Monthly Write-up.

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Accounting Services, QuickBooks Reviews, Payroll Processing and Payroll Taxes, 1099 Preparation, Property Tax Preparation

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Julie Thomas

Leader of Payroll & Investment* Accounts

(209) 538-7758

Payroll Processing and Payroll Taxes, Investment Paperwork

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Business Taxes, Business Development

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Certified Quickbooks Proadvisor, QuickBooks Services, Accounting Services, Quarterly & Monthly Write-up, Investment Paperwork

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Receptionist, General Office Work, Scheduling of Appointments, Billing and Collections, Tax Return Pickup, Tax Return Assembly, Client Portals, Brethren Medical Plan

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General Office Work, Tax Return Pickup, Tax Return Assembly, Client Portals

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Sarah Jenkins

Wife of Chief Visionary Officer

(209) 538-7758

Wife of Randy, Event Coordinator, Buys Supplies

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