Sweeney & Michel, LLC

Joseph Sweeney is a CFP® with 15 years of industry experience, currently serving as an advisor at Sweeney & Michel, LLC. He previously worked at Cetera Advisor Networks LLC and is a silent partner in Fight Forward Kickboxing, LLC. He also holds a vice chair position with the Enloe Hospital Foundation golf tournament committee. Sweeney & Michel, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, research-driven approach focused on fundamental analysis and strategic asset allocation, managing approximately $626 million in assets through a compact advisory team.

Katie Junk is a financial advisor with Sweeney & Michel, LLC in Chico, CA, holding a Series 65 designation and five years of industry experience. She has worked at Sweeney & Michel since 2018 and previously spent six years at Sierra Central Credit Union. In addition to her advisory role, she is an insurance agent specializing in non-commissionable term life and disability insurance sales. Sweeney & Michel, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, research-driven approach with strategic asset allocation and manages a substantial asset base through a compact advisory team.

Renee Michel is a financial advisor with Sweeney & Michel, LLC in Chico, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Sweeney & Michel since 2016 and previously with Cetera Advisor Networks. Outside of her advisory role, she serves as president of North Valley California Women for Ag, a nonprofit organization, and is a community advisory board member for the Salvation Army in Chico. Sweeney & Michel, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, research-driven approach utilizing fundamental analysis and strategic asset allocation across multiple investment vehicles, managing approximately $626 million in assets through a compact advisory team.