Meet Our Team

Professional

Roy Salmon is a Financial Services Professional with over 30 years of experience in the Financial Services industry.  With clarity and insight, Roy helps clients accumulate and preserve wealth. The trust and confidence he receives from his clients is attributed to the fact that his engagement extends beyond the services he provides.

Roy appreciates working with a wide range of business owners, and building Employee Benefit programs that help address the spiraling costs of insurance. He takes satisfaction in knowing that the work he does extends not just to the business owners, but to their employees and families.

Personal

Roy and his family reside in Windsor along with Georgia, the family dog. He is devoted to supporting his 3 children, (twin boys Reed and Parker, and daughter Abbott) in their academic, sporting, and volunteer endeavors.

Professional

David began his career in financial services in 2001 immediately after graduating from Sonoma State University with degrees in Accounting, Finance, and Economics. David is a Financial Planner; Investment Advisor Representative with Eagle Strategies LLC. He is also active with two industry study groups, serves on the New York Life Agents Advisory Council*, and is often a speaker at local and national advisor conferences.

* Council is an annual company recognition program based on agent production from July 1-June 30.

Personal

David calls Cotati home with his wife Nina, daughter Kylie, son Ash and puppy Copper. He enjoys serving on the Sonoma State Foundation Board, exploring the North Bay and Tahoe, playing golf, home improvement projects, and brewing his own beer.

Professional

Harrison headed straight into the financial services profession after graduating from Sonoma State University with a Bachelor’s degree in Financial Management. With their best interest at heart, Harrison enjoys working closely with clients to help them meet their ever-changing needs and goals while establishing long-term relationships along the way. Harrison plans to grow with his clients as well by pursuing his CFP designation to advance his career.

Personal

From an early age, Harrison has been active in the Sonoma County community by playing baseball at Mark West Little League, where he would continue to play through his senior year at Maria Carrillo High School. Harrison has since branched out to other sports including, golf, basketball, and snowboarding. At the age of 10, he joined Boy Scout Troop 125 and eventually became the first of three Eagle Scouts in his family. A muscle car enthusiast, Harrison and his family can almost always be found at local car shows with their 1965 Pontiac GTO.

Professional

Cindy and her husband Mike moved to Santa Rosa in 1987 when their children were just starting school. She worked as an Office Manager and Human Resource director in the fields of Law and Architecture before joining Salmon Felte in 2012. Besides working with Roy and David with client’s insurance needs, she has been a great addition in helping them administer Health Benefit Programs to their business clients as well.

Personal

Cindy’s passion is photography and travel. Her travel adventures have afforded her great photo opportunities especially in taking her bucket list trip of a lifetime to Bora Bora. She enjoys spending time with her Grandchildren as they go through the age of discovery.

Professional

Allie moved to Sonoma County in 2013 to attend college. There she fell in love with everything the North Bay had to offer and found her home away from home. At Sonoma State University, Allie received her Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Economics. She has been apart of the SalmonFelte team since 2016 and has advanced to the role of Associate Financial Advisor. She assists David in creating and coordinating financial solutions for our clients.

Personal

Allie currently resides in Rohnert Park with her two dogs Murphy and Sampson. In her spare time, Allie loves being outdoors and spending time with her family. She also enjoys giving back to the university by advising for her collegiate sorority chapter and helping to foster a love of leadership among young women.