Contact our team members directly!
Loomis Wealth Solutions, LLC (Roseville)
2424 Professional Dr.
Roseville, CA 95661
Phone: 916-517-4240
Efax: 916-517-4250
| Name | Title | Phone | Email Address |
| Loomis, Lee | President | Please contact through Melissa Bowman |
| Bell, Tiffany | Branch Operations Coordinator | 916-517-4227 | tbell@loomiswealth.com |
| Blanton, Nate | Personal Account Manager | 916-517-4244 | nblanton@loomiswealth.com |
| Bowman, Melissa | VP - Branch Operations | 916-517-4204 | mbowman@loomiswealth.com |
| Dwyer, Garrett | VP - Member Services | 916-517-4208 | gdwyer@loomiswealth.com |
| Edwards, Heath | Graphic Designer | 916-517-4245 | hedwards@loomiswealth.com |
| Gish, Betty Jo | Bookkeeper | 916-517-4265 | bgish@loomiswealth.com |
| Heier, Beckie | Personal Account Manager | 916-517-4228 | bheier@loomiswealth.com |
| Kim, Tony | Personal Account Manager | 916-517-4245 | tkim@loomiswealth.com |
| Klick, Kelsey | Bookkeeper | 916-517-4226 | kklick@loomiswealth.com |
| Mayer, Lynne | Balanced Living Coach | 530-227-9248 | lmayer@loomiswealth.com |
| Mcclain, Christina | Senior Account Manager | 916-517-4246 | cmcclain@loomiswealth.com |
| Merwin, Krista | Personal Account Manager | 916-517-4249 | kmerwin@loomiswealth.com |
| Powers, Dawn | VP - Corporate Operations | 916-517-4205 | dpowers@loomiswealth.com |
| Regan, Joe | VP - Accounting | 916-517-4209 | jregan@loomiswealth.com |
| Sanbei, Jason | Personal Account Manager | 916-517-4243 | jsanbei@loomiswealth.com |
| Serpa, Nichole | Personal Account Manager | 916-517-4242 | nserpa@loomiswealth.com |
| Smith, William | Estate Planning Attny | 916-517-4267 | wsmith@loomiswealth.com |
| Watson, Jason | Personal Account Manager | 916-517-4248 | jwatson@loomiswealth.com |
| Wiesman, John | Balanced Living Director | 916-517-4241 | jwiesman@loomiswealth.com |
Loomis Wealth Solutions, LLC (Field)
Loomis Wealth Solutions, LLC (Pleasanton)
3875 Hopyard Rd.
Pleasanton, CA 94588
Loomis Wealth Solutions, LLC (Seattle)
2731 Wetmoore Ave, Suite 203
Everett, WA 98201
Loomis Wealth Solutions, LLC (Illinois)
2190 Gladstone Ct, Suite E
Glendale Heights, IL 60139
Phone: (630) 307-9566 Fax: (630) 307-9493
