ABOUT US | Our Team

Dan was born and raised in Ohio, and has made California home since high school. After earning a B.S. in Public Administration, magna cum laude, from the University of Southern California (1979), he spent two very successful decades managing finances and personnel with several large national enterprises.

Desiring to answer the personal calling to deliver financial guidance based on a relationship business model, Dan launched a second career in 1998. Dan holds various FINRA securities registrations through Commonwealth Financial Network (Commonwealth) for the practices of investment guidance and is also licensed to sell insurance. Licenses include multiple states where appropriate. He is an Investment Adviser Representative with Commonwealth. Dan also continues to advance his knowledge, earning the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.

Dan serves as a trustee on the board of Sierra Repertory Theatre and contributes time to many community activities. He previously held a position as a board member for ten years with United Way of Stanislaus and the Mother Lode and was a member of the Black Hat Foundation.

In Dan's spare time, when not consumed with the study of history, he enjoys kayaking and mountain trekking. He is particularly fond of his classic show car, a restored 1968 Plymouth Hemi Road Runner. He lives in Sonora with his wife (and high school sweetheart!) Sarah Wells. Sarah is the special woman behind the man, an accomplished outdoorswoman, business owner, and provocateur.

By the way, Dan has a great sense of humor, though Sarah would disagree! They also have a very cute puppy named Mariposa Lily and spend as much time as they can in their beloved Sierra Nevada.



Kim Hembree joined the team in 2006, coming from First American Title, where she worked as an escrow officer/branch manager. Her 30 years of escrow and title experience are invaluable to the firm. She is a local resident, residing in Sierra Village for more than 30 years.

Kim has obtained FINRA registrations, which she holds through Commonwealth Financial Network® and her license to sell life, health, and disability insurance. She has obtained her Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning.

Kim has served as secretary on the board of Sierra Village Mutual Water Company since 1982. She is also the Vice Chair for the Leadership Tuolumne County program. She is currently serving as secretary of the Tuolumne County Women's Network.


Becky Selbee, our administrative assistant, started in April 2008. Her responsibilities include managing the office work flow, setting appointments, and keeping our technology running smoothly. She was born and raised in El Paso, Texas, and lived in Lubbock, Texas, for three years before moving to Albuquerque, New Mexico, where she resided for 18 years.

Becky brings to the practice a long background in bookkeeping and accounting. She had been a real estate agent prior to joining the team. These experiences, as well as having recently put children through college, means she has first hand awareness of today's economic issues and shares the same personal challenges as many of our clients.

She enjoys hiking, camping, and reading. She loves quilting and spoiling her granddaughter who lives nearby. She and her husband, Dave, moved here from Albuquerque,  New Mexico, in 1999. They have six children who have all grown up and moved out, eight grandchildren, one cute kitty cat, and an aquarium full of beautiful fish.
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