Team

Founder, CEO and President

William Pacheco

William “Bill” Pacheco entered the financial services industry 15 years ago. With a strong commitment to professional development, Bill holds both Series 7 and Series 66 registrations. His experience also extends to the insurance sector, as he is licensed in life, long-term care, and disability insurance.

Beyond his professional endeavors, Bill is deeply involved in his local community. Bill had served on Folsom Lake Rotary's board for nearly a decade, with a noteworthy tenure as the President from 2014 -2015. He currently serves on the Folsom Lake Rotary Foundation Board. 

Additionally, since 2018, Bill has been an active member of the Terranova Counseling board, contributing his skills and time to support the organization's vital mission.

Bill resides in Folsom with his wife, Dreama, where they have nurtured a loving family environment for their three children. Bill’s dedication to both financial services and community services is reflected in his commitment to making a positive impact on the world.

Administrative Assistant

Rebecca Nesler

Rebecca is an accomplished administrative assistant with an impressive 19-year career in the financial field. Throughout Rebecca's career, she has demonstrated exceptional organizational and management skills, committed to playing a vital role in the efficient functioning of financial institutions. Her commitment to detail and dedication to her work are assets to the organizations she has served.

Raised in the picturesque landscapes of Northern California, Rebecca has always had a deep connection with nature and the outdoors. Outside of her professional life, Rebecca is a devoted parent to three wonderful boys. They cherish their time together as a family, often exploring the natural beauty of Northern California. Whether it's hiking through the rugged trails of the Sierra Nevada mountains, camping by the serene lakes of Yosemite, or simply enjoying the coastline along the Pacific Ocean, Rebecca and her boys find joy and relaxation in the great outdoors.

In summary, Rebecca is not only a seasoned administrative assistant in the financial field but also a loving parent who instills in her children a passion for the wonders of nature. Her journey is a testament to hard work, commitment, and the pursuit of a well-balanced life in the beautiful surroundings of Northern California.

Marketing Director

Dreama Pacheco

Dreama, our Marketing Director, brings a wealth of experience to our team. With a strong background in the administrative field spanning many years, she's the driving force behind our marketing strategies.

Dreama holds a Bachelor's degree in Psychology, a testament to her passion for understanding human behavior and her ability to connect with people. As a dedicated mother of three grown children, she values the importance of family bonds.

When Dreama isn't busy with her professional pursuits, she cherishes quality time spent with family and friends. She's an avid traveler, exploring new horizons and cultures whenever she can. A bookworm at heart, Dreama's love for reading fuels her curiosity and inspires her in her role.

In addition to her professional life, Dreama is an active member of the Folsom Library Commission, contributing to the community's intellectual growth and well-being.

Dreama's diverse experiences and passion for life make her a vital part of our team, ensuring we connect with our audience in a meaningful way.