About Us

The McBride Group is a fee-only investment advisory firm, with various consulting services. The company also has long history in television and radio and provides video production services to a wide range of companies. Since 2009, our headquarters are in the Marina Office Complex in Petaluma, California.

Marina Office Complex, Petaluma Ca

Wealth Management

Jim McBride

Jim McBride is a CERTIFIED FINANCIAL PLANNER™ and the founder of The McBride Group, LLC. The firm was established in 2009. Jim worked at Merrill Lynch for eighteen years prior to starting his own firm. Prior to Merrill Lynch, Jim was the western United States Vice President/Sales for Citicorp’s Global Payment Products Division. Before Citicorp, Jim worked for Visa International. He was responsible for US and international sales and implementation of the Visa Security Module, a network data encryption device. The Security Module was critical to the implementation and worldwide expansion of the Visa ATM Newtork.


Lisa Bennett

Lisa Bennett is the Business Manager for The McBride Group. She attended San Francisco State University and earned a BS in Office Systems/Accounting. She is responsible for providing and maintaining the highest level of customer service. She also oversees all administrative functions including billing, accounting, record keeping and reporting. Before joining The McBride Group, Lisa worked for 25 years in the car rental industry. There, she had the opportunity to gain experience in a lot of different areas. From Financial Analyst to Fleet Accounting Manager to Bay Area Reservation Center Manager to Northern California Fleet Manager.


Alyse Jackson

Alyse Jackson is an employee of Regus International and serves as the first point of client for our clients. Alyse graduated from Sonoma State University with a degree in Kinesiology. Her background in accounting and finance (AP/AR/bookkeeping) alongside her passion for guiding and assisting others. She is an invaluable part of our client services.



Rachal Brillhart

Rachal Brillhart is a valued member of our team, she is also one of our ‘first point of contact’ representatives for our team here at the Mc Bride Group. Rachal studied Business at the Santa Rosa Jr. College, and has Licensing as both an Insurance Agent as well as a Process Server. As a Regus International Employee, she caters to our clients as a receptionist, and has over 5 years of reception experience under her belt. Her Dedication to customer service, and experience of over 8 years, along with her excellent telephony skills is what made her an essential key to how we greet our customers.



Our Partners

Logo 2a

The McBride Group, LLC

Investment Partners


Contact Info

755 Baywood Drive, Second Floor
Petaluma , Ca 94954
(707) 658-4433