Our Team

Steven R. Green | Financial Advisor, LPL Registered Principal
CA Insurance Lic #0A55517

Steven R. GreenSteve has over 30 years' industry experience and has been with LPL Financial since 1991. Since joining LPL Financial, Steve's primary business model has been fee-based investment advisory services, offering a greater degree of flexibility in assisting clients with their investment goals. Areas of focus are portfolio construction, client education, retirement income planning, and qualified plan rollovers. Managed account profiles include individuals, trusts, retirement/qualified retirement plans, and non-profit organizations serving clients in 15 states. He is a graduate of California Polytechnic State University, San Luis Obispo, with a Bachelor of Science degree in Business Administration and concentration of study in Financial Portfolio Management. Steve is a Member of Kingdom Advisors.

Derek T. Green | Financial Advisor, LPL Registered Principal
CA Insurance Lic #0B30529

Derek T. GreenSince joining LPL Financial in 1993, Derek has provided fee-based investment advisory services, as well as traditional brokerage services. He is jointly responsible for in-house market research in an effort to compliment LPL Research to assist in the management of Green Wealth Management client accounts. He assists in co-management of individual, trust, retirement/qualified, and nonprofit accounts, as well as a co-presenter at regular client education meetings covering LPL Research Market and Economic Commentary. Derek is a 1993 graduate from the University of the Pacific with a Bachelor of Science degree in Business Administration and concentration of study in Financial Portfolio Management.

David L. Else, Retirement Income Certified Professional (RICP) | Financial Advisor, LPL Registererd Principal
CA Insurance Lic #0F48116

David L. ElseDavid has been with the Green Wealth Management family since 2004, providing frontline support for client assistance of incoming transfers, initial account setup, and maintenance. He is also responsible for preparation of reports for investment account rebalancing reviews and assists in placement of trades. David is a 2003 graduate of California State University, Sacramento, with a Bachelor of Arts degree.

L. Diann Green | Operations Manager

L. Diann GreenDiann has been a member of the Green Wealth Management team since 1992. She has over 40 years of executive secretarial experience. She oversees customer service and office management responsibilities, in addition to coordination of all client events. Diann has an Associate of Arts degree from San Jose City College.

Natalie Trudeau | Operations Support

Natalie TrudeauNatalie joined Green Wealth Management in 2014, bringing joy and enthusiasim to every task we give her. She has worked in the healthcare field as an EMT and California State Certified Massage Therapist, owning her own business since 2008.  This has cultivated a love for client care and personal interaction that well suits the Green Wealth Management Family.

Noelle Trudeau | Operations Support

Noelle TrudeauNoelle connected with the Green Wealth Management team in 2015 after graduating from California State University, Sacramento.  Attention to detail, a love for organization, and deep care for people shape her contribution to operations support.