Our Advisory Team

Janet Z Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning...

Read more

Glen Jones, CFP®, MBA

Director of Financial Planning

Glen joined SPFA as the director of financial planning. In his role, he develops comprehensive plans addressing all facets of financial planning including retirement, investment, tax, estate and risk management/insurance. His planning...

Read more

Lindy Chan, CFP®, MS

Senior Wealth Advisor

Lindy Chan joined SPFA as a senior wealth advisor specializing in goals-based investing, retirement planning, life insurance planning and estate planning strategies. With over 10 years’ experience as a financial advisor, Lindy...

Read more

Tracy Loeb, Manager

Client Relations and Financial Operations

Tracy joined SFPA as the manager of client relations and financial operations. She is thrilled to put her over 10 years of experience and knowledge in financial services to work as an integral member of an independent RIA firm where she...

Read more

Ron Augustinsky, Esq.,

Certified Family Law Specialist

Ron Augustinsky, Esq. collaborates with Sierra Pacific Financial Advisors, LLC (SPFA) to provide estate planning and estate administration to SPFA clients. His law practice is focused on the areas of estate planning, estate...

Read more