Your goals, our purpose

Central Valley Strategic Wealth Management & Insurance Services is a financial services practice that is dedicated to helping businesses, business owners, families and employees protect and achieve their financial goals.   

Bill Griffith, Lisa Hennesay, Rod Thornton and Matt Hebbe have over 110 years of combined experience in retirement plan design & administration, financial planning, retirement planning, investment advisory services and insurance solutions. 

Their dynamic team offers the experience and sophistication of a large firm with a level of attention and client service an independent, locally owned advisor group provides.