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John Landberg, CFP®

Managing Director, Financial Advisor

916-783-6531

jlandberg@rwbaird.com

In March 2009, John became a member of the Baird team. As of 2024, he has 34 years of experience in the financial services industry. His journey began back in 1990 when he started his career at A. G. Edwards, where he stayed until his transition to Baird. During his time at A.G. Edward John not only served as a Financial Advisor but also took on the role of Branch Manager during the Company's buyout.

John's educational background includes a BS in Finance from California State University, Chico. Before joining A. G. Edwards, spent a year working for Pepsi-Cola after his graduation. As a CERTIFIED FINANCIAL PLANNER, John provides expert and professional planning services. To obtain his CPF® certificate, he completed an approved educational program, passed a rigorous examination, and fulfilled strict experience requirements. John's commitment to excellence is evident through his adherence to a professional Code of Ethics and his dedication to ongoing education to stay up to date with the latest planning strategies and financial trends.

Outside of his professional life, John is actively involved in his community. He has a passion for golf and has contributed to the membership committee at Granite Bay Golf Club. Additionally, he is a member of Bayside church and has supported the Eureka School District.

John and his wife Jackie have been long-time residents of Granite Bay, where they raised their two children, Kaleigh and Lucas. Before settling in Granite Bay, John spent 11 years of his childhood in Hawaii before moving to Susanville, CA where he completed his high school education. When he's not working or giving back to his community, John enjoys spending quality time with his family. He has a diverse range of hobbies, including golfing, exercising, boxing, skiing and snowboarding. Over the past 12 years, he has also participated in a number of triathlons, including 3 full Ironmans and a dozen half Ironmans. The discipline, time management, organization, and hard work required for these events have undoubtedly shaped his approach to wealth management, benefiting his clients.

Julia Anderson

Senior Client Specialist

916-783-6503

In 2006, Julia embarked on her career in the financial services industry at A.G. Edwards. Over the course of three years, she continued her journey with Wachovia and Wells Fargo Advisors. Seeking new opportunities, Julia joined Stifel in 2009, where she served as a Senior Registered Assistant for an impressive 14 years. Seeking more growth and responsibility she transitioned to Baird in December 2023.

Julia's contribution to the team cannot be overstated, as she dedicates her efforts to building strong client relationships and providing support for the team's operational tasks. Her responsibilities encompass client onboarding, addressing client inquiries, and resolving any account-related issues that may arise. Demonstrating her expertise in the field, Julia holds both Series 7 and 66 securities licenses.

Outside of her professional life, Julia finds joy in her personal life alongside her husband, Logan. They have chosen to make their home in East Roseville, where they are raising their three children: Zoey and twin boys, Luke and Jack. As a family, they enjoy activities such as swimming, watching movies, and embarking on vacations to the coast and Lake Tahoe. Additionally, they take great pleasure in cheering on their children as they participate in various sports.

 

Marie Ahola

Senior Client Specialist

916-783-6531

Marie has 33 years of experience in the financial services field and holds numerous securities licenses including series 7, 63, 65, 8 and is also a Notary Public. She began her career at Bateman, Eichler, Hill, Richards in 1988 where she worked until 1993. She left for Dean Witter and stayed until 1996 when she was offered a position at A G Edwards. She played a key role in opening their Roseville and Lincoln Hills offices where she was Operations manager, Assistant Branch manager and for a brief period Manager of the Roseville branch. She began working with John in 2001.

Marie lives in Roseville where she raised her two daughters, Kelly and Rachel. She is an avid dog lover, sports fan, loves to travel and when in New York go to the theatre.

Kaleigh Savage

Client Assistant

916-783-6500

Kaleigh started working at Baird in January, 2019. Her background is in Health Sciences but she has always imagined herself working in the financial industry with her dad, John Landberg, since she was little. She is excited to be able to help with marketing, events, and technology to help strengthen client relations. She currently has her Life Insurance license and is currently studying for Series 7 and 66.

Kaleigh is 27 years old and lives in Rocklin with her Husband Kevin and their two dogs Luna and Bella. Kaleigh and Kevin got married in September of 2018. Kaleigh went to Westmont College on a Soccer Scholarship studying Kinesiology for two years. She then transferred to Dominican University of California where she received her Bachelors of Science degree in Health Science. She enjoys time spent with family and friends, exercising, cooking, and playing with her dogs.

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