At Meyers Investment Group, our guidance is built around your goals, not a specific product or provider. We create the strategy that fits your situation, not the one that's easiest to sell, and our focus stays on your outcome, not a transaction.
Clients come to us when the stakes are high and they want someone who will take the time to understand the full picture. We work with retirees, pre-retirees, business owners at every stage from active growth to a future sale, high-income professionals with or without staff, and families managing complex trust and estate needs.
What sets us apart:
- Independent, client-first planning built around your goals, not a sales agenda
- Access to Baird's institutional research, trust services, and advanced planning resources
- A team built for continuity. Your relationship is supported by advisors and specialists, not a single point of contact
- National reach with Northern California roots, headquartered in Greater Sacramento
Kenneth Meyers
Managing Director, Private Wealth Management
Ken began his career as a financial advisor in 1990. Over more than three decades, he has built a practice known for its depth and for his willingness to take the time to understand each client's complete situation. Ken specializes in retirement planning, estate and legacy planning, and business owner solutions. Outside of work, he is an active volunteer with several civic and non-profit organizations throughout Greater Sacramento and the Gold Country, including the Viewpoint Photographic Art Center and the local chapter of the Experimental Aircraft Association.
CA Insurance License #0A38510
Preston Daniels
Sr. Vice President, Private Wealth Management
Preston earned his degree in Accounting at the University of San Diego, then joined Baird in 2011. He specializes in retirement planning, with particular depth in qualified plans including 401(k), profit sharing, SIMPLE, and SEP IRAs. Preston recognized early in his career that even the most thoughtful retirement package is often overlooked due to time constraints. He has since focused on building streamlined, trustee-directed partnerships that simplify plan administration for both employers and participants. He is a member of the Baird Qualified Plan Consulting Group. Preston is also a member of the Nevada County Business Network.
CA Insurance License #0093544
Gunnar Meyers
Financial Advisor
Gunnar earned his degree in Business Administration with an emphasis in Finance from Benedictine College. He began his career at Baird's home office in Milwaukee, where he built a foundation in investment operations and developed a strong interest in helping individuals and families build long-term financial confidence. Gunnar brings both institutional experience and a genuine desire to help, following in the family tradition of putting clients first.
Stephen Buschmann
Financial Advisor
Stephen works closely with individuals and families to build long-term financial strategies grounded in trust, clarity, and genuine connection. He holds a background in project management and a PMP certification. By drawing on the collective experience of the Meyers Investment Group team, Stephen ensures clients benefit from a coordinated, team-based approach tailored to their specific needs.
Gina Smith
Assistant VP, Senior Client Specialist
Gina has been a trusted member of the team since 1997. With more than 25 years focused on client service, she sets the standard for attentive, responsive support. She holds her Series 7 license.
Ginny Moye
Assistant VP, Senior Client Specialist
Ginny joined the team in 2007, bringing 20 years of industry experience. She holds Series 7, 8, 63, and 65 licenses, as well as a California Insurance license. Ginny focuses on the day-to-day administrative and service needs of our clients.
California Insurance License #0D47144
Julie Schaefer
Client Assistant
Julie graduated from UCLA with a degree in Communication Studies and spent several years in the entertainment industry before joining the team in 2005. She handles scheduling, client communications, and a wide range of event planning and coordination responsibilities.
Amy Ismail
Client Assistant
Amy holds a degree in Business Management and joined the team in 2023. She brings a strong foundation in customer service and values clear, attentive communication. Amy supports the team across a variety of administrative and client service functions.
Michael Oehler
Financial, Estate and Tax Planning
Jason Spitz
Business Owner Solutions
Andrea Paradise
Wealth Planner