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Our Team

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

Adam Siler

Financial Advisor

530-399-3813

adam@optimizeretirementgroup.com

As a financial advisor with a Master's degree in Business and a passion for helping clients thrive, Adam believes the most effective financial plans begin with a conversation - not a calculator. He focuses on understanding each...
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Dave Nelson RICP®

Owner/President

530-399-3805

dave@optimizeretirementgroup.com

Personal PhilosophyWith over 30 years experience as a financial consultant, Dave Nelson is thoughtful and enthusiastic about helping people create a realistic, personalized investment strategy. He engages clients in an informative...
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