Palisade Investments
Virtual Tasting

Wine Kit

• 1 bottle of Silt Chardonnay
• 1 bottle of Silt Cabernet Franc
• Food bundle: Dry Nostrano Salami, Pecan shortbread cookies, Spanish cocktail, flatbread with Everything Seasoning

NA Kit

• 1 bottle of Martinelli’s Sparkling Cider
• Food bundle: Dry Nostrano Salami, Pecan shortbread cookies, Spanish cocktail, flatbread with Everything Seasoning

Meet the Advisors

Meet
Phil Ogilvie

Larry Sidney has been working in education and financial advising for nearly 20 years. He is an experienced financial planner and 401(k) consultant. Larry earned the Certified Exit Planner designation from the Exit Planning Institute, and helps small business owners grow and eventually transfer their business.

He graduated with B.A. and M.S. degrees from the University of Connecticut, and earned his MBA degree from the University of California at Berkeley. Prior to his financial advising career, Larry was an international athlete and Olympic Alternate in the sport of skeleton.

Robin DeSota has been working as an investment adviser and 401(k) consultant for over 25 years. Through his experience at a major Broker-Dealer, a top 401(k) Recordkeeper and Palisade Investments, Robin has helped start or improve over 600 401(k) plans.

Robin was named as one of the top retirement advisers in the United States in September of 2017 by the Financial Times®. Robin has earned the Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies. Robin is an active member of the Retirement Advisor Council, a small group of nationally recognized advisers  who advocate for successful qualified plans and participant retirement outcomes.

Robin has a Master’s degree from the University of Massachusetts, Amherst and Bachelor’s degree from Cal Poly San Luis Obispo.

After leaving Clarksburg for college, Phil began a viticulture degree at Fresno State and ran for their track team. In 2003, Phil graduated with a BA in Communications and after completing his track career and marrying his wife Shannon in 2004, they moved to Costa Rica where they served youth in Puerto Viejo. Following his call in ministry, Phil and his wife moved to Dallas where he earned his Master in Theology and worked as a young adult pastor.

Ultimately, after 10 years in ministry, Phil returned to his communications roots and built his own online marketing company to help small businesses have a complete online presence. The growth of this company brought him home to Clarksburg where he opened a sales hub. But, you can’t take the farm out of a farm boy. As the need arose, Phil returned to his family’s farming operation and now serves in an executive role.  After earning an MBA from Sonoma State, Phil has helped to expand his family’s 1500 acre farming operation to include a winery and tasting room with a mission to “help people enjoy Clarksburg as much as we do.”