YOUR VISION.

YOUR WEALTH.

YOUR LIFE.

About Us

Our Firm

We are a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire.

We know that wealth can come in many ways – through hard work, life changes and good fortune, but it can also bring uncertainty and questions.  In today’s changing environment, making sound financial decisions, with your ideal future in mind, is time-consuming and requires specialized skill and knowledge - the kind that is learned through experience. 

We offer you an attentive, thoughtful approach to wealth management that is personalized based on your vision.  We will provide our experience to help educate you about all of the areas of your financial picture, thus empowering you to make informed decisions that will move you toward your goals for the future.

Meet Our Advisors

Richard P. “Dick” Gootee, CFP®, President, *Registered Principal

As an investment professional for 35 years, Dick is a consummate educator, great listener, speaker and problem solver.  His experience includes multigenerational family wealth and business planning, comprehensive asset management and creating dynamic customized financial plans for individuals, families, small businesses and corporations.  

"I have dedicated my life to teaching people to make educated decisions on their finances, how to plan for the future, retirement and their family, encouraging them, their children and grandchildren to be an active part of the process." 

His dedication extends to his playtime on the golf course and tennis court and of course to his family, including wife BJ, daughters Kim and Niki, son in laws Dustin and Blake, and four grandkids: Dallas, Duke, Sydney and Presley.  He loves family dinners and vacations just as much as he loves working with you to obtain your personal and financial goals.

Certifications/Designations

  • Certified Financial Planner®
  • *Registered Principal
  • Advisory Affiliate of Cetera Advisor Networks LLC
  • Life and Disability Insurance Broker 
  • BS Psychology Colorado State University
  • CFP requirements completed through the College of Financial Planning 
  • Founding and active member as well as past President of the Granite Bay Rotary Club, established in 1983
  • Supporter of the Polio Plus Eradication Foundation, with a commitment to giving back to the community
  • Primary contributor and sponsor for “Never Forget Our Fallen,” an organization created to benefit children of fallen warriors

Kimberly B. Ogden, CFP®, Vice President, *Registered Principal

Kim is family oriented and believes in creating that family aspect in her business life.  Since partnering with her dad, Dick, Kim has worked hard to maintain the family aspect of Atherton Wealth Advisors to help you and your family pusure your goals.  

"I enjoy building a relationship with you to understand what is important to you and your family.  I help you implement a financial strategy that is personalized to your dreams, goals and objectives."  

She loves spending time with her husband Dustin and her two sons, Dallas and Duke, vacationing by the beach, up in the mountains or just BBQing in their backyard. 

Certifications/Designations

  • Certified Financial Planner®
  • *Registered Principal
  • Advisory Affiliate of Cetera Advisor Networks LLC
  • Life and Disability Insurance Broker
  • BA Communications from UC Santa Barbara
  • Certificate in Personal Financial Planning from UCLA
  • Active member of the Rotary Club of Roseville
  • Served as Chairman of Fundraising Events for Sacramento Junior League

Rick Nelson, CFP®, Registered Representative

Rick has dedicated the past 30 years to a rice farming business in Lincoln, CA, 28 of which were also spent working for Pacific Bell in Strategic Planning and Budgeting, Cash Management and Computer Operations, and retiring in 1998 as Operations Controller.  As a result of his vast experience, Rick reinvented himself as a CFP® and joined Atherton Wealth Advisors in 2012. 

"My focus is developing and implementing investment plans that are consistent with your unique needs, goals and risk tolerance while providing a high level of personal service and integrity.  I insure you have a long range investment plan that is put into action."

Rick wastes no time; enjoying every minute of his family and life… on days off, you'll find him out on his rice farm with his son, working to "grow" his business.

  • Certified Financial Planner®
  • Advisory Affiliate of Cetera Advisor Networks LLC
  • Life and Disability Insurance Broker
  • BS Mathematics from UC Davis
  • Harvard Business School’s Program for Management Development Graduate
  • UC Davis Extension Program for Financial Planning Graduate
  • Serves on the California State Fair Ag Advisory Council
  • Served on the Boards of the California 4-H Foundation, Patelco Credit Union, Sacramento Valley Farm Credit, Farmer’s Rice Cooperative and the California Rice Industry Association
  • Served as Foreman of the 2006-2007 Sutter County Grand Jury

Elizabeth “BJ” Gootee, CFO

BJ’s amazing ability to befriend any and every person that she meets, along with her keen business development, management and event planning skills have made her a key player to our company’s growth and success. 

“My focus is to create balance with family, business, friends and health.  Embrace every day… work hard and enjoy your life!”

As much as she enjoys working alongside her husband Dick and two daughters, Kim and Niki, BJ’s true passion is to entertain!  Be it family, friends or clients, she is passionate about making everyone around her feel cared for, happy and loved, especially her four grandchildren Dallas, Duke, Sydney and Presley.  Being with her family is what truly makes her happy.

Sheridan Cortez, Client Service Specialist

Sheridan's organizational skills coupled with her careful eye and nurturing work ethics made her a perfect fit for our team.  Her vast business experience and loyalty are invaluable to the principals and overall function of the office.

"My purpose is to make life easier for our clients.  Life is so stressful as it is, the littlest thing I can do to alleviate any stress on our clients so they can just enjoy life, I am happy to do it because I enjoy the relationships I create with our clients." 

Sheridan's sense of humor and laughter are infectious!  She truly enjoys life, be it out in the sun gardening, a family dinner with her sons or having sleepovers with her granddaughter.

Cindy Gootee, Client Service Specialist

Cindy brings a fresh and positive attitude to the team. She’ll be the first smiling face to greet you as you enter our office, always eager and happy to assist you with your needs. Cindy has served as a board member for the Foster Youth Education Fund for 12 years; working with sponsors and donor contributors and assisting in the implementation of the Guardian Scholars Program. Her community service and care for the well being of others are exemplary.   

"It's important to me that our clients feel welcome, comfortable and cared for when they step into our office or when I answer a call.  I am here to give them support and piece of mind in any way that I can because they are part of our family."

She loves being with family and enjoys road tripping with her husband to visit her kids and friends in the wine country.  She is a “ray of sunshine,” and much like her three daughters and husband, we all love being around her delightful spirit.

Niki Richie, Executive Finance & Business Development Manager

Niki is always positive and outgoing, while putting others before herself.  She looks out for everyone's social well being, making sure that the office morale is at its peak and that our clients know they are our top priority.   She works hard to maintain our company finances and support our clients life insurance needs.  Niki goes above and beyond when planning client appreciation events, ensuring that every detail is perfect and that everyone has a great time.

"I love making people feel special, important and like a part of our family.  No matter what is going on in a client's life, I make sure that they feel the same compassion, care and importance from Atherton Wealth Advisors that they would from their own family."

In her spare time, she is either styling the girls at the office or her little mini mes at home, Sydney and Presley, while trying to keep up with her active husband, Blake.  She truly loves being with her husband and kids, enjoying life wherever it may take them.

Registered Representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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