Our Firm

We believe in putting client interests first. To that end, we do not 

represent investment companies, or accept commissions or other financial benefits for the "sale" of investments. We work directly for our clients in the management of their investments.  We listen to each client carefully, making sure we understand their financial circumstances, income needs, long term goals and dreams. We don't believe in "one size fits all" financial investment. Our recommendations are designed individually to meet each client's personal needs. In our firm, "good business ethics" is not an out dated idea, it is at the core of every decision we make.


Our Associates

Marshall Goins, Investment Advisor

Marshall is an experienced investment advisor and business executive. He has been a student of the markets for many years and is passionate about helping people achieve their investment goals. Through time, experience and study of the investment “greats”, he's developed an investment strategy that's based on sound business practices and investment principles.

Marshall is a Registered Investment Advisor, Dave Ramsey SmartVestor Pro for the Northern California region, and author of two books, Future Freedom—The Reason Why You Must Have a Financial Plan and Business Owner's Complete Guide to Taking Good Care of Your Retirement Plan. He holds a degree in Engineering Physics from Santa Clara University, a California Insurance License, and License series: 63 and 66.

Marshall is also a musician and enjoys serving his community and spending time with his family. He and his wife are the parents of four boys and live in Northern California.   


Rosanne Baldwin, Client Service Administrator

Rosanne oversees Client Services, Administration, and State Compliance at Clarion. She is scrupulous about details, committed to her clients, and willing to go the extra mile to make things work. Formerly a purchasing contract specialist with a large multi-national IT corporation in the Bay Area, Rosanne has worked in financial services for the last ten years.

Rosanne enjoys landscape design, gardening, and sharing life with friends and family. She and her family live in the Auburn area. 

Scott Hase, Client Service Administrator

Scott is a Client Service Specialist at Clarion Advisors. He is diligent about details, committed to our clients, and willing to go the extra mile to make things work.

Scott enjoys sports and fishing with friends and family. He lives in the Auburn area.