Our Support Staff
Becky is Dan's invaluable administrative assistant, having joined the team in April 2008. Her responsibilities include managing the office workflow, setting appointments, and keeping our technology running smoothly. She was born and raised in El Paso, Texas; lived in Lubbock, Texas, for three years before moving to Albuquerque, New Mexico; and lived there for 18 years. She landed permanently in the Mother Lode in 1999 and now makes Cedar Ridge her home.
Becky brings to the practice a long background in bookkeeping and accounting (and common sense!). She had been a real estate agent prior to joining the team. These experiences, as well as having 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. Becky is the past president and a long-standing member of the Tuolumne County Women's Network, a graduate of Leadership Tuolumne County, and serves on its Executive Board. She also serves as the vice president of the Professional Referral Organization of Sonora.
Becky enjoys hiking, camping (actually "glamping" in her travel trailer), and reading. She loves spoiling the three granddaughters who live nearby. She and her husband, Dave, have six children who have all grown up and moved out, ten grandchildren, one great-granddaughter, a sweet sheltie puppy named Sadie, and an aquarium full of beautiful fish. Becky's favorite thing to do, when not helping clients with their passwords, is to travel, particularly enjoying the Wine Train in Napa and, of course, Disneyland.
Kelley is Kim’s administrative assistant, having joined the team in April 2019. Kelley's responsibilities include managing the office workflow, setting appointments, and bringing smiles to the clients' faces. Kelley was born and raised in California, mainly in Sacramento and the Bay Area. She made the move to Tuolumne County in 1981 and lives in the Twain Harte Area.
Kelley comes to us with 32 years of banking experience, having worked in several of the local community banks here in Tuolumne County. She has many years in management, having been both a branch manager and an area manager for up to 14 locations. With many years in the financial industry and customer service, Kelley takes pride in doing what is right for the clients and providing the best experience possible. Kelley has been very involved in the community as a member of the Kiwanis Club of Sonora, past board member and graduate of Leadership Tuolumne County, YES Partnership Committee member, and ATCAR board member.
Kelley enjoys spending time with her son, daughter-in-law, and grandkids. She feels very fortunate that they live nearby. She also enjoys reading and spending time playing with her dogs, Pepper and Molly, and going to the SRT plays, especially when her granddaughter joins in the fun. She loves Mickey Mouse and would like to plan that dream trip on a Disney cruise.