Founding Partner/Financial Advisor

Email: Christian@ProsperoAdvisors.com

Christian's education includes a degree in Business Administration from CSUS, with minors in finance, economics, and risk management and insurance. He graduated with a degree in Business Law from McGeorge School of Law, where he served as president of the McGeorge Estate Planning Society and earned recognition for his academic achievements.

Starting his career at Bank of America, Christian discovered his passion for wealth management. Dr. Dean Forman, founder of Prospero Wealth Advisors and Christian’s father-in-law, became his mentor. Christian’s expertise has grown to span the wealth management spectrum, from tax planning for business owners to designing a retirement income plan for retirees.

Christian's life extends beyond his professional achievements. He enjoys golfing, flying airplanes, and exploring new destinations with his family. But it's his deep involvement in the community that truly reflects his values. Serving on the boards of several non-profit organizations and actively participating in local initiatives, Christian's commitment to his community is a testament to his character and principles.

Chief Investment Officer/Financial Advisor

Email: Kevin@ProsperoAdvisors.com

While earning a BA in Economics from Seattle University, Kevin's financial journey began as an intern for a financial advisor in 2005. His dedication to expertise has earned him the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations, as well as recognition as a *Top Financial Advisor by the Financial Times in 2015 & 2016.

Kevin specializes in coordinating with our advisor team to design custom investment strategies for our high-net-worth clients. As a Financial Advisor, he advises clients on investments in company-sponsored retirement programs, pre-retirees seeking unique investment opportunities, and retirees desiring stable retirement income.

Beyond his professional accomplishments, Kevin is a committed father to two daughters, an avid cyclist, and adventure seeker. A typical Saturday for Kevin includes a 40+ mile bike ride, attending a kid's sports event, taking a nap, and enjoying a family dinner.

Managing Partner/Financial Advisor

Email: Sean@ProsperoAdvisors.com

Sean graduated from California State University, Sacramento in 1999 with a degree in Business Management focusing on Finance and Investments. After a brief tenure helping manage his family business, he shifted gears to pursue a career in financial advising. For the past two decades, Sean has specialized in helping families plan for retirement, achieve financial security, and navigate the complexities of wealth transfer.

During his career, Sean served as President of the Discovery Bay Chamber of Commerce and sat on several boards. Following a move to Granite Bay, he contributed to the Lakeside Little League Board and dedicated nearly a decade to coaching youth sports.

Sean's wife Megan is a talented hairstylist who transformed part of their home into a salon to better accommodate their family's needs. Sean's son Ryan is currently enrolled in the honors program for electrical engineering at Oregon Institute of Technology, where he also plays baseball. His daughter Ellie is entering her junior year at Granite Bay High School, is in Girl Scouts, and has aspirations to study Marine Biology.

In his leisure time, Sean spends as much time as he can with family and friends, traveling, and pursuing outdoor activities like hiking, skiing, wake surfing, and golfing. Sean still hits the slopes regularly with his wife and daughter, and while his arm may not be as strong, he loves playing catch and throwing batting practice to his son.

Client Relationship Liaison/Executive Assistant to Christian Baldree

Email: Shannon@ProsperoAdvisors.com

Shannon brings a wealth of experience and expertise in the insurance industry, having started her career after relocating to Sacramento from the Bay Area in 2016.

With personal experience in VA benefits, Medicare, Medicare supplements, and retiree health and welfare benefits, Shannon is a valuable addition to our team. She currently holds a CA life/health license and is passionate about delivering exceptional service to our clients.

With a strong background in financial operations and experience that ensures a high level of service, Shannon’s expertise in managing complex financial processes with efficiency and precision has been instrumental at Prospero. Our clients can count on her to handle your financial transaction needs with the utmost care and diligence. Whether she is streamlining operations or optimizing workflows she can be counted on to deliver results that exceed expectations.

Through her meticulous attention to detail and strong collaboration with our team of advisors, Shannon is committed to providing our clients with tailored solutions to meet their unique needs.

Her unwavering dedication to client success is the driving force behind everything she does.

Shannon balances her family life with Battalion Chief husband Shawn Luce and two kids. From her tireless work at church to her enthusiastic involvement at John Adams Academy, it's clear she’s 100% dedicated to making a difference. Her enthusiasm and drive to serve others is truly inspi

Shannon is not registered with Osaic Wealth, Inc.

Director of Operations

Email: Katelyn@jmwmgroup.com

Katelyn is a dedicated partner and mother, and has over 10 years of experience in financial services and investments. As an alumna of the University of Nevada, Reno, Katelyn is committed to building lifelong relationships with clients and delivering individualized services tailored to their unique needs and objectives.

Katelyn’s accomplishments extend beyond her professional endeavors, as she has a variety of interests and hobbies. On weekends, Katelyn, her partner Kyle, and their four children can be found at racetracks throughout California and Oregon, where they own and operate two winged sprint car teams. When she is not at the racetrack, Katelyn enjoys spending time at their houseboat on Lake Oroville or finding new places to explore on bikes with her family.

Katelyn, in her capacity as the Director of Operations at Prospero Wealth Advisors, is responsible for overseeing all financial transactions, including money transfers and processing estates, as well as overseeing insurance and annuity policy operations. Her experience in financial operations ensures the smooth and efficient execution of all these processes, contributing to the overall success of the organization.

Katelyn is not registered with Osaic Wealth, Inc.

Email: Patrick@ProsperoAdvisors.com

As a Lieutenant Colonel in the United States Air Force, Patrick was most recently the Deputy Commander of the 713th Combat Operations Squadron, Beale AFB, CA, where he led a diverse team of 160 personnel across three geographic locations. The squadron provides steady-state, contingency, and wartime augmentation to Headquarters Pacific Air Forces, Joint Base Pearl Harbor-Hickam, HI, delivering operational level Command and Control across the entire spectrum of military operations. He is a Command Pilot and has held a variety of flying assignments to include the U-2, F-16, E-11, RQ-170, MQ-9, T-38, and T-34 with over 2,900 flying hours, including 1,000 combat and 300 combat support hours. Patrick achieved significant recognition during his distinguished military career with 27 major awards and decorations.

Patrick holds a Master of Business Administration from the Kelley School of Business (Indiana University Bloomington), a Master of Science in Global Management from the Thunderbird School of Global Management, a Bachelor of Business Administration from the University of Portland, and is currently working toward his Certified Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) designations at the American College of Financial Services.

Outside of the office, Patrick is a devoted husband and father of three young children spending much of his time volunteering at school and assisting with a variety of kids’ sports and activities. He is an avid tennis player, and loves all fast-paced activities where he can get involved in the action. Patrick enjoys the fine arts, travel, racing, and aviation and is also a part-time pilot with a major US airline.

Candidate for CFP® Certification

Email: Cameron@ProsperoAdvisors.com

Cameron graduated with honors from California State University, Sacramento, with a degree in Finance and a minor in Risk Management and Insurance. Her academic excellence is recognized by her consistent placement on the Dean's List. She is currently preparing for the Certified Financial Planner (CFP) exam, which she will sit for in November, demonstrating her commitment to advancing her expertise in financial planning.

At Prospero Advisors, Cameron is a valuable member of the financial advisory team. She brings extensive experience in business management and economics, utilizing her skills to help clients achieve their financial goals. Before joining Prospero Advisors, she successfully managed and oversaw assets for multiple companies, including some based in New York City.

Outside of her professional life, Cameron enjoys a variety of hobbies and activities. Cameron is very active and loves engaging in outdoor activities and travel. She has a passion for dancing, gardening, and spending quality time with her friends and family, especially her beloved dog.

Cameron is not registered with Osaic Wealth, Inc.

Client Service Specialist

Email: Meagan@ProsperoAdvisors.com

Meagan is a recent graduate with an associate's degree in accounting from Yuba College. Her combination of being detailed oriented and analytical, has led Meagan’s to pursue a career in the financial services industry. Meagan brings over 7 years of experience in customer service which is highlighted be her dedication, integrity, and trustworthiness. As Sean McCabe’s Executive Assistant, Meagan is responsible for maintaining a productive and organized work environment, while ensuring the highest level of client satisfaction and service.

In addition to her academic and professional achievements, Meagan enjoys traveling, reading, spending time with her loved ones and indulging in her love for crafting.

Meagan is not registered with Osaic Wealth, Inc.

Rachel has been a tremendous asset to the firm serving in numerous capacities over the years. She earned her BA in Music and Vocal performance from BYUI and minored in business administration. She is highly organized, efficient, and able to balance the pressures of work and family life well. Together with Christian, Rachel has three children, three cats, and about three minutes of free time each day! She has a passion for music, arts, travel, and reading, but her favorite role is that of mother and wife.

Rachel's primary role at Prospero Wealth Advisors is to assist with community outreach and charitable giving. She has always had an eye toward service and compassion for those in need. From time to time she may also assist with office administration, scheduling, or general office work as needed. We are grateful to have her in our corner and find her an indispensable part of Prospero's team.

Rachel is not registered with Osaic Wealth, Inc.

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*The Financial Times Top Financial Advisors is an independent listing produced annually by the Financial Times. The recognition is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for this recognition. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Description goes here

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