Meet Our Team

The team of Financial Strategies of California is always striving to strengthen the relationships we have with our clients. As we have grown in diversity, so has our ability to help provide better solutions for our clients. To that end, each member has been carefully selected according to their sphere of knowledge. We work as a team but rely heavily on the areas of experience that each individual represents. In this way, the needs of the client can be met as expeditiously and effectively as possible. Customer satisfaction is our goal.  We achieve this with frequent contact and by always seeking to provide the highest level of service. 

Theodore R. Young, MSFS

Founder, CEO, Principal

Ted Young is currently the lead partner at Financial Strategies of California, and a prominent speaker in the field of financial planning and investment strategies. Education is a high priority for Ted. He is fully committed to the task of educating individuals and businesses in the various financial planning instruments After undergraduate studies at the University of Arizona and the University of Nevada, Las Vegas, Ted pursued a Master’s Degree at Stanford University. Upon choosing a professional life in the financial services and insurance related fields, Ted sought to hold FINRA and NASAA industry licenses to serve clients. Ted graduated in 1998 with a Masters of Science in Financial Services (MSFS) from American College, the only academically accredited graduate level program for this designation. As a co-editor of the “Wealth Management Advisor” newsletter, Ted is able to help educate his clients on current financial issues on an ongoing basis. As a member of the agent-owner reinsurance company, Ted provides unique case representation to clients and advisors for whom life insurance expertise and underwriting is required. Ted currently is a Senior NYLIC agent with New York Life.

Not all financial professionals understand the ins and outs of the sports world. A former collegiate and semi-pro athlete, Ted is passionate in helping athletes enjoy the peace of mind that comes from taking charge of their financial future. Ted is the keynote speaker at the Northwoods League, heading the financial literacy program for the athletes for the past 7 years. Ted currently holds the distinction of being a Registered Financial Advisor with the NFL Players’ Association and is a member of the Sports Financial Advisors Association. Additionally, Ted was a speaker on the NCAA speaker registry. Ted appreciates and has supported the area’s sports teams as a season ticket holder of the San Francisco 49ers, Sacramento Kings, Sacramento River Cats, and was a member of the University of the Pacific Athletics Association

He has been passionate about helping people in his community for many years, and through his interactions with colleagues and clients has been able to get involved in various ways. He is involved with the Salvation Army of Placer County, and their Thanksgiving meal service and holiday gift & food drive. Children hold a special place in Ted’s heart, and he has been particularly interested in finding ways to help kids who are suffering from high risk & terminal illnesses. Early in his career, he gathered friends and clients who either had diabetes or had a child with diabetes to form a local Juvenile Diabetes Chapter, where it continues to provide ongoing education and an annual benefit walk. Ted has found this to be both personally rewarding and a legacy, as the chapter continues to benefit young kids and adults.

Being involved in the Make-A-Wish Foundation Northern California Chapter at all levels has been especially fulfilling for him, allowing him to not only serve the children’s immediate needs, but also to give them memories that will never be forgotten. He has been a Wish Volunteer, a Wish Maker, a Board Member, and is currently an emeritus Board Member. Ted also served as Chair of the Winter Wine & Food Fest. His friends who gather at wine releases to share in his love of paring quality wine with fresh foods have contributed in part to the growing success of the annual event.

Ted’s has also spent time furthering community awareness and education of medical breakthroughs, serving as a member of the UC Davis Community Leadership Council. Ted fulfilled a dream to engage the medical community to raise funds for the 14 Free Medical Clinics in the Greater Sacramento Region by being a sponsor and chairing the wine planning committee of the Serotonin Serge inaugural Spring Break 2005 event that involved raising over $100,000 to directly benefit families who cannot afford their own medical care.

Ted and his cycling group have raised awareness and funds for leukemia and also Multiple Sclerosis through their participation in regional century rides and the annual MS Bike Waves to Wine 200 mile ride. He believes in giving back to Mother Nature and is involved in the Placer Land Trust, as well as the Auburn Area Recreation & Parks District bike park intuitive.

Ted has not forgotten his New York roots, and is involved in Westhab, a nonprofit provider of affordable housing and supportive services in Westchester County, NY that helps homeless families and individuals move into their own apartments.

Ted lives in Granite Bay with his African Grey Parrot, Zazu. Although Ted devotes much of his time to the firm and his clients, he enjoys cycling and attending local athletic events, and will occasionally hit the ski slopes at Lake Tahoe. He is a connoisseur of fine wine and an avid collector of antique furniture.

Lori A. Shea Photo

Lori A. Shea

Client Relations Manager and Community Outreach Director

Lori A. Shea is originally from Erie, PA. Lori completed both her undergraduate and post-graduate work at the University of Pittsburgh in Pittsburgh, PA. After earning her Masters Degree in Exercise Physiology in 1997, she pursued a career as a Certified Athletic Trainer, working as the head athletic trainer at both the collegiate and high school levels. She was then involved in the development of a sports medicine hospital-based out-patient clinic. Upon moving to Sacramento in 2002, she worked in the medical office setting as an ophthalmology assistant and in the front office.

In 2004, Lori joined the team here at Financial Strategies of California in the role of Administrative Assistant. Once making the decision to switch careers from healthcare to the asset management and life insurance industry, she successfully completed the life licensing requirements in 2004, and has remained committed to achieving the highest educational standards in the industry. As our Client Relations Manager and Community Outreach Director, her roles are diverse. She is passionate about making our clients aware that preparation for their future is important today, and is the driving force behind our firm's community outreach and education programs, as well as being the organizer of client appreciation events.

When out of the office, Lori enjoys being the family CEO to her husband Michael, and sons Dylan and Brady. She is a huge fan of personal fitness and the outdoors, and is an avid jogger and gardener. She can often be found in Lake Tahoe skiing, hiking or stream fishing, or her latest passion, doing absolutely nothing with a book on the beach.

Melissa Thrasher Photo

Melissa Thrasher

Administrative Assistant

Melissa Thrasher is originally from Lake Forest, CA. Melissa began her career in the business community as a Medical Billing Specialist. Melissa moved to Northern California in 2009 and transitioned into the Hospitality Industry. Shortly thereafter, she joined the financial industry as an Administrative Assistant in a Financial Planning Practice. Her responsibilities included client services, senior training associate and assisting the office manager. During that time, she successfully completed the State of California life, health and annuity licensing requirements to accept the role of Licensed Service Assistant for two Financial Planning Practices until 2012.

In 2012, Melissa assumed the role as Administrative Assistant at Financial Strategies of California. She embraces her role and brings her passion for caring for people where her core values of integrity, commitment, flexibility and kindness are taken to heart. It is in this role that she is able to share with our clients the importance of addressing today’s concerns and preparing for the future.

Outside of the office, Melissa enjoys spending time with her husband, Travis, their cat, Minnie and dog, Rocky. She is an avid reader, likes to stay fit by working out, attends Bayside Church in Roseville and loves gardening in her free time. Melissa and Travis also enjoy watching football, cooking and traveling to tropical destinations.

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