Erine Burridge | Branch Manager

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About: Erine has been in the banking industry for over 13 years. She is passionate in sharing her knowledge and experience to assist people in all walks of life to save money, save time and make money. She enjoys adding value to her customers by being their financial resource in all their financial needs.

Specialties: Erine provides financial solutions that help individuals or businesses in a variety of ways, including saving for

the future, borrowing to make a desired purchase, or to better manage their day-to-day finances.

Quote: “Simplification is the ultimate sophistication.” - Leonardo Da Vinci

Contact: Contact Erine at ErineBurridge@umpquabank.com or at (916) 774-3909, or visit her website below!

MEMBER SINCE JUNE 2019

Heather Clark | Financial Advisor

About: Heather holds a Bachelor’s Degree in business administration. She began her career in the financial industry in 1994 in administration and human relations. In 2013, after 15 years of para-planning and portfolio development/management, Heather shifted her focus to working with clients, especially women and young couples. Her primary focus is to educate those she works with on methods that will help them achieve their financial goals.

Specialties: Heather focuses on financial education and big picture planning. She helps coach her clients so that they can make the best decisions for themselves and their families. She believes that her client's financial health is like a box of puzzle pieces; you have to lay out the existing pieces before you can determine what is missing. That is where planning starts and the picture of their future takes shape.

Quote: “ Have a bias toward action - let's see something happen now. You can break that big plan into small steps and take the first step right away.” - Indira Gandhi

Contact: Contact Heather at heather@nextstep4you.com or at (916) 432-5737, or visit her website below!

MEMBER SINCE aPRIL 2019

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, OR, UT. Cambridge and Next Step Wealth Management are not affiliated.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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Andrea Florez | Founder & Realtor

About: Andrea Florez believes that taking care of others is the key to success, and that includes nurturing both her clients and agents. An entrepreneur at heart with a passion for this business, Andrea, along with her husband, has owned a construction company since 2003, and she has been in real estate since 2011. At The Exception Realty, she’s spearheading a process that centers their best efforts on clients’ best interests, transforming their experience into one rich with compassion, knowledge, and generosity at the center.

Andrea has the e-PRO® certification and is also a Certified Military Relocation Professional as well as a Certified First Time Home Buyer Specialist

Specialties: Though Andrea offers initial consultations to prepare her clients for what to expect, the reality is that they can expect nothing short of her honesty, integrity, knowledge, care, and, perhaps most importantly, her time and patience. Andrea has enhanced her service excellence with an e-PRO® certification, and she’s a Military Relocation Professional. As someone who grew up in a military family, Andrea understands the lifestyle.

Quote: “If you can dream it, then you can achieve it. You will get all you want in life if you help enough other people get what they want.” — Zig Ziglar

Contact: Contact Andrea at andrea@theexceptionrealty.com or at (916) 439-8379, or visit her website below!

MEMBER SINCE OCTOBER 27

Jenny Shilling, EA | Tax Preparer

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About: Jenny has worked in the tax industry since 2009. She is on the Board of Directors for the CA Chapter of NATP and enjoys assisting fellow tax preparers stay on top of all the new laws. She opened her own business in 2019 and is looking forward to the challenges and rewards of being a business owner. She loves to connect with her clients and really cares about establishing a long term relationship with them.


Specialties: Jenny primarily works with individual tax clients and families.

Quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou

Connect: Contact Jenny at jenny@visiontaxroseville.com or at (916) 960-2203!

MEMBER SINCE MAY 2019

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Bernie Tomei | Mortgage Advisor

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About: With nearly 20 years experience in residential financing, Bernardine’s love of family and passion for education are the foundation of her approach to creating an environment where honesty, diligence and communication are paramount.

Specialties: Bernie and her team offer a wide range of flexible and innovative financing solutions combined with unparalleled service. Specializing in Investment Financing, First Time Home Buyers, VA, FHA, and Down Payment Assistance programs.

Quote: “The only way to do great work is to love what you do.” - Steve Jobs

Connect: Contact Bernie at bernie@lucent-mtg.com or at (408) 893-7939, or visit her website below!

MEMBER SINCE JUNE 2019

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