Jessica Catalan, AWMA™ CPFA®
Wealth Advisor, Founder of Emerald Wealth
I grew up in the San Francisco Bay Area where my passion for financial planning started. Seeing the highs and lows of the tech bubble and the impact it had on my friends, family, and community, I knew I wanted to help.
After graduating from Cal Poly, San Luis Obispo with a degree in Business Administration, I started my career in finance. By getting my Accredited Wealth Management Advisor® (AWMA®) designation, I can better help my high net-worth clients. While the Certified Plan Fiduciary Advisor® (CPFA®) designation, increased my knowledge of retirement plans. I'm always eager to share my knowledge and experience with others.
In my free time, I enjoy being a member of the junior league of phoenix and BNI DRRP chapter. I know lots of businesses in my community, if you need help with something I know lots of people that can help. At home, Ross and I enjoy testing out new recipes on the smoker and taking our dog to the local farmers market.
Kelly Starkman
Kelly has more than ten years of experience in positions such as Office Manager and Administrative Assistant with
Solano Wealth Management, Inc. She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions Program. Kelly will work directly with you and your clients as dedicated support and will partner with a team of admins that
will support with the completion of tasks.
Kelly is a Northern California native who relocated to North East Texas to be near her grandchildren. She is
married with five kids all grown and out on their own and three Dogs. In her free time, Kelly enjoys spending time
learning about the state of Texas, traveling with friends and spending time with her family
Steve Raymond
Steve’s financial services career launched in 2008 where he served as a Financial Advisor and Financial Planner Planner prior to joining LPL Financial in 2023. Steve received his Bachelor of Arts in Mathematics from the University of New Hampshire and MBA in Finance from the University of Miami. Steve earned his CFP® designation in 2011. Steve is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Emerald Wealth
Lucky Catalan
When not sleeping on the job, Lucky enjoys saying hi to everyone she sees. It doesn't matter if she saw you 5 minutes ago or last year she will be excited to see you.
