Broker Check


March 20, 2020

To our Valued Clients:  

We want to share information about the steps we’ve taken to minimize any potential impact to our clients and colleagues as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. 

This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world. 

We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us.  It is our charge to provide stability and lead thoughtfully during these challenging times. 

We always love visiting with you in person, however we understand that under the current circumstances, it is prudent that any upcoming appointments will need to be conducted over a conference call/video call. 

The “shelter in place” mandate for Contra Costa County prohibits and minimizes our time in our San Ramon and Walnut Creek offices.  To contact us, email is preferred at this time.  However, if you need to call our office at 925-219-0080; all messages will be forwarded to our voicemail and we will respond to them as soon as possible.  I can also be reached direct at 925-336-6611 for urgent requests. 

Our emails are as follows:

Please email us If you have any questions or concerns, as we all are impacted by this national emergency.  We wish everyone good health as we all work to get through this challenging time, and we thank you for the opportunity to be of service and support. 

Be Safe and Be Secure!


Marilyn Suey