Debbie Grose, CFP®

Chief Executive officer

Debbie Grose is a CERTIFIED FINANCIAL PLANNER™ and President of Lake Tahoe Wealth Management. She has been practicing financial planning for over a decade and brings her prior accounting experience to the clients she serves. Debbie is passionate about helping people gain clarity over their financial reality and exploring what is possible.

Prior to taking the reigns at Lake Tahoe Wealth Management, Debbie owned Lighthouse Financial Planning. In 2016 the two firms joined forces with the aim of elevating client experience and service.

Debbie is also passionate about the importance of financial literacy, the need for a true financial planning profession and importance of the fiduciary standard of care when giving any kind of financial advice.  As an active volunteer within in the Financial Planning Association (FPA), Debbie clearly demonstrates her actions are in line with her beliefs. She has served as a Mentor for FPA’s Residency program at UC Irvine (2011, 2012, and 2013), Past-President of her local FPA chapter; FPA of Northern California Chapter (2012 President), past member of the FPA’s national Career Development Committee, and Career Development Chair for her local FPA chapter.

Her educational background includes a BS in Business Administration, Accounting with a minor in economics from California State University, Sacramento; and a certificate in Personal Financial Planning from the UC Davis, Extension.

For more detailed experience information please see Debbie's LinkedIn and feel free to add her as a professional connection.  

Tim Sallade,CFA, CFP®

Chief Investment Officer

Tim is a fervent advocate of integrated portfolio management and financial planning for individuals and families. He is a proponent of the fiduciary standard; Tim believes every family should receive unbiased guidance that is in line with their their life goals.

Tim’s wealth management career began when he left his product development role at Xerox to pursue his MBA degree at Cornell University in Ithaca, NY in the fall of 2000. Tim refined his financial markets acumen as a 2nd year student portfolio manager of the Cayuga Fund at Cornell’s Johnson School; a hedge fund that is integrated into one of the leading investment management graduate programs in the world. Tim has studied the use of the factors of size, value, profitability and momentum in order to execute a portfolio management style that is empirically validated to be persistent in all time periods and pervasive across all asset classes; helping the Planner to “fine tune” a portfolio’s risk and return characteristics to match a client’s life goals. In 2007, Tim completed the rigorous Chartered Financial Analyst (CFA) program. He then went on to earn his Certified Financial Planner (CFP) designation. Tim is a long term member of the CFA Society of Rochester and the Financial Planning Association; and continues to develop his skills with the latest innovations in portfolio management and financial planning through continuing education programs.  

For more detailed experience information please see  Tim's LinkedIn and feel free to add him as a professional connection.  

Ethan Green, CFP®

Financial Planner

Ethan joined the Lighthouse Financial Planning family in 2012 (Lighthouse was subsequently merged into Lake Tahoe Wealth Management in 2016).   He graduated from Golden Gate University’s Ageno School of Business with a Masters of Science in Financial Planning.  Ethan was recognized by the faculty at Golden Gate University as the Outstanding Graduate Student in Financial Planning.  Prior (a lot prior) to his enrollment at Golden Gate University, Ethan graduated from the University of California at Davis with a Bachelor of Arts degree in Classical Civilizations.

Ethan passed the CFP® exam in 2012 and completed the experience requirement earning the CERTIFIED FINANCIAL PLANNER TM designation in 2016.  He enjoys the process of working with clients and providing them with the information they need to pursue their dreams.  Ethan is also an active member of the Financial Planning Association, former board member for the Northern California chapter, and a member of the National Association of Personal Financial Advisors.

He enjoys the process of working with clients and providing them with the information they need to pursue their dreams.   Ethan has extensive experience working with clients who are approaching retirement.  Preparing for retirement goes beyond answering the question, will I have enough?  A comprehensive plan will look at tax optimization, withdrawal strategies, and risk management.

A typical married couple can have 81 social security options available to them. Ethan can provide a thorough review of available social security claiming options to ensure you find the one most appropriate to your unique situation. 

Based out of the Folsom office, Ethan’s experience also includes working with several Intel employees, and he is familiar with the inner workings of the Employee Stock Purchase Plan, stock options and restricted stock units, SERP/SERPlus, as well as the option for traditional or Roth 401k contributions.

For more detailed experience information please see Ethan's LinkedIn and feel free to add him as a professional connection.  

Ian Brauer

FINANCIAL PARA PLANNER

Ian joined Lake Tahoe Wealth Management as a Paraplanner in 2023. He recently graduated Summa Cum Laude from the University of California, Sacramento, where he earned a BS in Business Administration with a focus on Financial Planning.

During his senior year, Ian served as the President of the Financial Planning Association at Sac State, demonstrating his leadership abilities and commitment to the field. Currently, he is actively pursuing the CERTIFIED FINANCIAL PLANNER ™ designation, further solidifying his expertise and dedication to providing quality financial advice.

Originally from Minneapolis, Minnesota, Ian has a deep-rooted passion for financial literacy, holistic financial planning, fiduciary responsibility, and ethical participation in financial systems. He believes in empowering individuals and families to achieve their financial goals through comprehensive planning and sound financial principles.

Outside of his professional pursuits, Ian enjoys spending his free time cooking, cherishing moments with his wife and two cats, and closely following Minnesota sports teams.

Tyler Wheeler

Client Relations

Tyler has recently joined the Lake Tahoe Wealth Management team as our Client Relations support. She brings with her 10+ years of Administrative support experience and Human Resource knowledge. Tyler graduated from California State University, Monterey Bay with a Bachelors in Human Communications. Tyler is looking forward to her work with our team and the Lake Tahoe Wealth Management Clients.

In her free time, Tyler enjoys spending time with her husband, two children and Goldendoodle.