Lisa Rene Yost

Current Employers

Employment History

• 01/1995 → Present
  Yost Financial Services
  Roseville, CA
• 12/1993 → Present
  Gibson Capital Management
  Roseville, CA
• 12/1999 → 10/2016
  Foothill Securities, Inc.
  Roseville, CA
• 10/2016 → Present
  Independent Financial Group
  Roseville, CA

Previous Registrations

• 2000-01-03 → 2019-05-07
  Gibson Capital Management
  Sacramento, CA
  Folsom, CA

Other Businesses

(1) YOST FINANCIAL SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 645 Hovey Way, Roseville CA 95678, United States DESCRIPTION: CA INSURANCE AGENT THROUGH YOST FINANCIAL SERVICES. (2) SUTLEY WERTZER POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 163 SECURITIES TRADING HOURS: 80 START DATE: 02/25/2019 ADDRESS: 2999 Douglas Blvd, Suite 130, Roseville CA 95661, United States DESCRIPTION: REGISTERED ADMIN AT DBA SUTLEY WERTZER, INC. USED FOR MARKETING PURPOSES. (3) Lisa Yost POSITION: Assistant to a family friend. NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2021 ADDRESS: 2953 Leta Lane, Sacramento CA 95821, United States DESCRIPTION: Assisting with estate and other financial matters. (4) GEORGE & ISABEL STORY POSITION: Co-Trustee and Co-Executor of Isabel Story's estate. NATURE: Acting as Trustee, Executor (This activity is strictly limited. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 8 START DATE: 03/16/2021 ADDRESS: 2953 Leta Lane, Sacramento CA 95821, United States DESCRIPTION: Settling Isabel Story's estate. GEORGE & ISABEL STORY POSITION: 3-5-2024 George Story passed away on 4-19-2021 and Isabel just passed away on 2-28-2024. I am now acting as co-trustee and co-executor of Isabel Story's estate. Just some background to help understand my relationship to the Storys. I first got into the Investment business back in 1983 when I began working for George Story at his broker/dealer, GW Story & Associates, Inc. I got all my securities and insurance licenses while working there and after he sold the business we kept in touch through out the years. George and Isabel never had any children so I was their surrogate daughter. Currently friend of the family and eventually Successor Trusteeand Executor. Possibly successor POA if the need arrises. NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 8 START DATE: 03/16/2021 ADDRESS: 2953 Leta Lane, Sacramento CA 95821, United States DESCRIPTION: 3-5-2024 I have now begun the process of settling Isabel Story's estate. There are two separate trusts, one that has farm property and her portion of the family farming LLC. Her nephew is sole trustee of that trust so I will not be involved in that part of her estate. The other trust has all her other assets, which include bank accounts, investment accounts, IRAs, her home and it's contents and her car. That trust title is as follows - The Isabel M Story Rev Living Trust U/A 08/27/2015, Lisa R Yost and Frederick J Durst, TTEES. I will be getting a TIN for the trust, transferring all assets into this trust, going through the home, selling the contents and finally selling the home. After everything is liquidated and in the trust I will get a small bequeath and then all funds will go into a Vanguard Charitable Fund that is already set up. I began meeting with them to get a better understanding of their estate and what I need to make sure gets done now and after George passes. They have a donor advisedVanguard Charitable fund which George has been making the contributions to. After he has passed I will be helping Isabel to make sure these get done correctly. Once Isabel dies, Vanguard will be in full control of the account. I will also be getting familiar with their tax return information which they now are having a CPA complete.

Other Names

• Lisa Rene Christopherson
• Lisa Renee Christopherson