Meet Our Team
Allie Reynolds
Advisor Assistant
As an Advisor Assistant at Prosperity Investment Management, my primary responsibilities encompass business administration and providing indispensable support to our advisors. Before stepping into this role, I worked as the office...
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Andrew Lipkin
Associate Advisor
As an Associate Advisor at Prosperity Investment Management, My primary responsibility involves assisting advisors with new business and servicing client accounts. This role allows me to interact with clients, understand their...
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Aubrae Opp
Administrative Assistant
As an Administrative Assistant at Prosperity Investment Management, I contribute to the smooth operation of daily tasks and processes. With a strong focus on enhancing client experiences, I diligently handle various clerical and...
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RJ Anderson
Certified Public Accountant
(530) 877-7432
RJ is the President and CEO of Prosperity Investment Management, Inc. RJ is a Certified Public Accountant experienced with advising clients on financial matters related to his profession.
Robert Anderson
CERTIFIED FINANCIAL PLANNERâ„¢ practitioner
Rob is a CERTIFIED FINANCIAL PLANNER Professional™ offering a variety of financial services. Rob graduated from California State University, Chico before continuing his education at University of Southern California(USC). Rob...