American Investors Company

Thomas McCormick is a financial advisor at American Investors Company with over 50 years of industry experience. He holds the Series 63 designation and has worked at American Investors Company since 1989, with prior experience at Straube Associates, Inc. Outside of his advisory role, he owns and operates an attorney and tax preparation business. American Investors Company provides investment advisory, financial planning, and 401(k) advisory services to individuals and institutions. The firm combines advisory and brokerage activities through a multi-advisor structure and offers both discretionary and non-discretionary management, emphasizing client objectives and risk tolerance.

Emmanuel Comes is a financial advisor with American Investors Company, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with American Investors Company since 2011. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates a multi-advisor structure combining advisory and brokerage activities and manages approximately $578 million in client assets.

Roger Pruitt is a financial advisor at American Investors Company with 40 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1997, with prior experience at MERCED Property & Casualty Company and operating his own practice, Roger H. Pruitt. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities, offering both fee-based and commission products through a multi-advisor structure.

Monica Padilla is a CFP® with 39 years of industry experience, currently serving at American Investors Company since 1990. She has operated as a sole proprietor since 1985 and holds a Series 63 designation. Outside of her advisory role, she provides tax preparation services seasonally and assists with trust planning and notary public duties. American Investors Company offers investment advisory, financial planning, and asset supervisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm combines advisory and brokerage functions within a multi-advisor structure and manages approximately $578 million in client assets.

Frankel Delossantos is a financial advisor with American Investors Company, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work includes roles at Western International Securities, Bank of America, and Merrill Lynch. Outside of advisory services, he owns and operates Frankel Financial Service, where he prepares income taxes and sells life insurance and fixed annuities. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory, financial planning, 401(k) advisory, and asset supervisory services. The firm combines advisory and brokerage activities, offering both fee-based and commission-based services through a multi-advisor structure.

Eric Loofbourrow is a financial advisor at American Investors Company with 10 years of industry experience. He holds the Series 66 designation and has been with the firm since 2015. Prior to his advisory role, he worked as a self-employed piano and organ player for one year. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities and employs a multi-advisor structure managing approximately $578 million in client assets.

Nicholas Cochran is a financial advisor at American Investors Company with 45 years of industry experience. He holds a Series 63 designation and has been with American Investors Company since 1992. In addition to his advisory work, he serves as an expert witness providing opinion and testimony in arbitration matters. American Investors Company offers investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities and employs a multi-advisor structure to manage approximately $578 million in client assets.

Scott Mehren is a financial advisor with American Investors Company in Rocklin, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with American Investors Company since 2000 and also operates Optimum Strategies, a bookkeeping, payroll, and tax services business. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and brokerage services through a multi-advisor structure, combining fee-based and commission-based offerings.

David Derby is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 37 years of industry experience. He has been affiliated with American Investors Company for over 35 years and has operated his own insurance and financial services business since 1996. Derby conducts life and disability insurance sales through his independent practice. American Investors Company provides investment advisory, financial planning, and asset supervisory services to individuals and institutional clients. The firm employs a multi-advisor approach that integrates advisory and brokerage activities while maintaining oversight of third-party managers and client accounts.

Forrest Blair is a financial advisor with American Investors Company in Auburn, CA, holding a Series 63 designation and 30 years of industry experience. He has been with American Investors Company since 1997. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates with a multi-advisor structure that combines advisory and brokerage activities and manages approximately $578 million in client assets.

John Lococo is a financial advisor with American Investors Company, holding a Series 66 designation and 15 years of industry experience. He has worked at American Investors Company since 2010 and has been with First Street Wealth Advisors since 2018. Outside of investment advising, he operates as an independent insurance agent. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage services through a multi-advisor structure and manages approximately $578 million in client assets.

Paula Rose is a financial advisor with American Investors Company, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with American Investors Company since 2002 and has operated her own advisory practice since 1997. In addition to her advisory work, she is also a licensed life insurance agent. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing investment advisory, financial planning, 401(k) advisory, and asset supervisory services. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

Andrew Haupt is a financial advisor with American Investors Company in Dublin, CA, holding a Series 66 designation and 14 years of industry experience. He has been with American Investors Company since 2013 and also works with Allied Tax Planners, where he provides tax preparation and planning services. American Investors Company offers investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities, employing a multi-advisor structure and managing approximately $578 million in client assets.

Richard Cohn is a financial advisor at American Investors Company with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crestmont Advisors, LLC for 12 years. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and brokerage services through a multi-advisor structure, managing approximately $578 million in client assets.

Frederic Devinney is a financial advisor with American Investors Company in Walnut Creek, CA, holding a Series 63 designation and 59 years of industry experience. He has been with American Investors Company since 1994 and also operates an independent insurance agency specializing in term life insurance. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage services through a multi-advisor structure and manages approximately $578 million in client assets.