How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Julie Hendrickson, JD

Senior Attorney, Advanced Planning Group, Cetera Financial Group

Juliet Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group with more than 17 years of experience providing tax planning consultation to financial professionals.

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Linda Clayton, CFP®, MBA, CDFA®


(818) 730-5159

(213) 385-6237

Linda has always known that she wanted a career working with people. This love of working with people prompted her to be active in the PTA, and in her community, serving as two- term Publicity Chairman and two term President of La...

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Stan Smiley, JD

SVP, Advanced Planning Group, Cetera Financial Group

Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for Atara Wealth Management.

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