Our Team

Scott C. Thomas, CFP®, MBA

Managing Partner

Scott Thomas is a Managing Partner at Placer Summit Financial Group with over 18 years in the financial services industry. Prior to starting his own firm Scott was a Private Client Consultant for Charles Schwab. Earlier in his career he worked a number of years at Morgan Stanley and at Franklin Templeton. He is a practicing CERTIFIED FINANCIAL PLANNER™ Practitioner and obtained his MBA with concentration in Finance from Golden Gate University.

Scott works with many families and small businesses to help pursue their investment objectives. His successful relationships stem from his ability to understand what the long term needs and goals of each client are. The financial planning and investment process always begins by listening to the client. This includes learning about past experiences and future expectations a client might have. Only then can a comprehensive plan be developed. Scott believes listening, trust, persistence and service help build a foundation of lasting relationships.

Scott lives in East Sacramento with his wife Maria and their daughters Sofia and Anabella. Scott enjoys spending time with family and friends. He also participates in many outdoor activities including biking, traveling and jogging.

Scott can be reached at scott@placersummit.com or (916) 749-3825.

Rod C. Waterbury, JD, CFP®

Managing Partner

Rod C. Waterbury is a Managing Partner at Placer Summit Financial Group. He has been in the financial services industry for over 17 years.

Prior to co-founding Placer Summit Financial Group, Rod worked for Charles Schwab & Co., Inc. where he implemented and monitored investment strategies designed to help clients strive to accomplish their financial goals. He is accustomed to working with high net worth individuals and families that aspire to plan for the accumulation of wealth or in need of capital preservation, income or wealth transfer strategies. He is passionate about making a valuable and meaningful difference for clients and their financial futures.

Rod has lived in the Sacramento area since 1988. He earned a Bachelor of Arts degree from the University of California at Davis in 1993 and graduated from the University of Pacific McGeorge School of Law in 2002 with a Juris Doctor degree. In July 2002 Rod passed California's Bar examination. He practiced as a civil litigation attorney until 2005. In 2009 he received the CERTIFIED FINANCIAL PLANNER™ Practitioner from the Certified Financial Planner Board of Standards, Inc.

Rod is an active member of Rotary International and The Rotary Club of Roseville, where he is on the board and involved in many committees. He enjoys golf, backpacking, and fly fishing. He and his wife are avid international travelers and enjoy snow skiing together.

Rod can be reached at rod@placersummit.com or (916) 749-3825.

Tara Cavrikas

Financial Consultant Assistant and Insurance Specialist

Tara Cavrikas is our Financial Consultant Assistant and Insurance Specialist. She has over 10 years of experience in the financial services industry, having worked for JP Morgan Chase and Bank of America. She is committed to helping clients and their families pursue their financial goals.

Tara grew up in Roseville graduating from Woodcreek High School and now lives in Auburn with her husband Brian and their son Caden. Tara enjoys spending time with her family and friends. She has a passion for photography and reading. The Cavrikas' family enjoys camping and riding all terrain vehicles.

Tara is an active member of Rotary International and The Rotary Club of Auburn and is serving on a number of committees.

Tara can be reached at tara@placersummit.com or (916)749-3825.