The Packard Financial Team

CHRIS PACKARD - Financial Advisor*

 

Chris Packard was born and raised in Auburn, California.  He left his small town after high school to broaden his horizons and is a graduate of Columbia University in New York City.  Chris works with motivated individuals and business owners, helping them crystallize their objectives and make smart financial decisions.  His ability to explain financial concepts in simplified terms and to help navigate the ever-growing universe of financial solutions available is appreciated by his clients and seminar attendees.  He thoroughly enjoys developing solutions for clients and helping them to achieve their dreams.  In addition to doing investment work and financial planning, Chris works with various other advisors to develop comprehensive exit plans for closely-held businesses.

Chris volunteers a portion of his time to a financial educational corporation, delivering seminars and financial consultations in many of America's top companies.

Chris currently resides in Auburn, California with his wife, son and daughter.  He is actively involved in his community, doing much work through the Rotary Club of Auburn and Redemption Church of Auburn.  In his spare time, Chris enjoys spending time with family and friends, playing guitar, athletics, coaching, and traveling.

* Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser

 

Jeff Birkholz - CFO / Business Consultant

 

 

 

      

                                                                                              

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jeff joined the Packard Financial team in 2016 after a 34-year career in commercial banking.  He started his banking career in southern California at Bank of America.  After eight years of making Commercial & Industrial loans to small and middle size businesses, he made the decision to transition to community banking in northern California.  He started an SBA Department for The Bank of Commerce in Auburn and grew it to the seventh largest SBA Preferred Lender in Northern California. In 1998, Jeff joined Jack Briner in starting Auburn Community Bank as their Chief Credit Officer.  When the bank sold in 2004, he became President and Chief Credit Officer of Auburn Community Bank, a wholly owned subsidiary of Western Sierra Bank (NASDAQ:WSBA).  When Western Sierra sold to Umpqua Bank (NASDAQ:UMPQ), he become Senior Vice President of the Auburn Commercial Banking Center.  During his tenure in banking, he gained expertise in growing small businesses; and providing lines of credit, term loans, leases, and commercial real estate loans.  He joined CFO Performance Group as a partner in 2015 as a consultant to small businesses looking to grow the value of their business.

Jeff has served in numerous civic leadership positions throughout his career, including Advisory Council of the Sierra College Small Business Development Center and Advisory Board of Resource Capital, a Sacramento SBA Certified Development Company.  In 2005, he joined the board of directors of the Placer Community Foundation.  He is presently Immediate Past Chairman of the Board and Treasurer at the Foundation; and would enjoy sharing with you the benefits of joining the Foundation’s Giving Circle.  He is also a deacon at Redemption Church of Auburn.  He enjoys overseas travel with his wife, road and mountain bike riding, and competitive car driving.

 

Evelyn Bowers - Client Service Manager

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As the Client Service Manager for Packard Financial, Evelyn is responsible for client relationship building and team management.  A major component of her position is finding opportunities to expand the level and quality of service offered by Packard Financial.  Evelyn has over 18 years experience in diverse leadership, management and organizational development roles.  She applies innovative techniques and creative problem solving to find new ways to satisfy clients, while drawing from her customer management experience to anticipate, identify and address issues proactively.

Evelyn currently resides in Auburn, California with her husband and two sons.  In her spare time, she enjoys traveling, wine tasting and spending time with family and friends.

 

 

Sarah Johnson - Associate Financial Advisor

Sarah Johnson

 

 

 

Sarah is a long-time resident of Auburn, CA.  After graduating from Placer High School, she attended CSU Sacramento where she received her BS in Finance and a minor in Economics.  She brings a wealth of financial industry experience, with over 13 years in both operations and client service.

Sarah and her husband currently reside in Auburn and have twin daughters.  In her spare time, she enjoys spending time with her family and friends, traveling and camping.


Additional Resources

Packard Financial utilizes the knowledge and expertise of a variety of specialists in tax*, estate planning and financial arenas to deliver a comprehensive solution for your needs.

*Neither Eagle Strategies, LLC or any of its Financial Advisors offers tax or legal advice.  Clients should consult with their own qualifed professional(s) to evaluate their individual circumstances.

Contact Us for additional information or to schedule a meeting.  Thank you for your interest.