Prosperity Investment Management, Inc.



2561 California Park Drive
Chico, CA 95928


(530) 877-4111


(530) 877-7432

Past Updates and Newsletters

Here we grow again! We will be moving to our new location, across the parking lot from our current office, at 7068 Skyway, Paradise, CA 95969. We are scheduled to move May 18th, 2018. Please give us a couple of days to get settled. Our phone numbers will remain the same. 


We will have an open house party in July to celebrate our new office and our first anniversary as Prosperity Investment Management, Inc. This will be in-lieu of our traditional Ice Cream Social in May. We look forward to celebrating with you.


Please "Like" our Facebook page at Prosperity Investment Management and visit our Website at


We know that people do not see all the work that goes on behind the scenes to provide great service and investment management. It keeps us busy and we are very excited about our continued improvements. In order to be more efficient and to be able to answer your questions as quickly as possible, when you call in, one of our staff will ask what we can help you with. If you will provide a brief summary of your needs we will put together a full review of your accounts and account activity so Rob and Heidi will have accurate information upon which to make recommendations. This may seem an extra step but in reality it allows for the most efficient use of our time and yours as most matters can be resolved in one conversation rather than many.


We are excited about growing and are very happy to introduce the newest member of our team Micheline Elick who goes by Mishy. She is our newest Client Services Assistant and many of you will be speaking with her when you call. If her last name sounds familiar it's because she is Heidi and Truman's daughter. We are very glad to have her join us as part of our team!


Julie and I enjoy visiting our daughter Madison in Anaheim where she is earning her business degree at CSU Fullerton. Our Daughter Sarah is in the RN program at Butte Community College and lives in Chico. Our son RJ is a CPA in Chico. His wife Michelle has a bachelor's degree from CSU Chico and is going back to school continuing her education. We enjoy spending time together with our family and were blessed to share Christmas with all of our children and grandchildren.


Julie and I enjoy having adventures and fun together.  After completing a week long convention in Florida, I had the opportunity to sit on a 200 pound alligator. Julie joined me on a trip where I met with clients in the bay area,We were able to spend the weekend with our dogs Yogi and BooBoo on the beach. Julie and I also attended a conference at Pelican Hill on the Newport Coast in Southern California and visited our daughter Madison.



Yogi & Boo-Boo at the beach.


Heidi and Truman have been busy completing the extension and covering of their deck from which they have a wonderful view. They are currently working on planting their vegetable garden and fruit trees. Of course their animals are a constant source of enjoyment. Where but Paradise can you get views like this from the same back deck?


Kathy says "I am so excited to celebrate 3 years with Prosperity Investment Management, Inc. I enjoy getting to know our clients and servicing your accounts. I am always ready to help.




Lots of exciting changes for our family with the addition of my new Grandson Weston James. Big sister, Mia, is having so much fun reading books and singing to him. She doesn't even mind changing diapers!






We celebrated Easter this year with a back yard barbeque and a 4 generation family fun picture. You should have seen it, Mia surprised us all with confetti loaded Easter eggs. I am still finding confetti all over."

Mishy has worked the last four years helping developmentally delayed individuals. She still works there on call and is very passionate about it. She enjoys playing softball tournaments on the weekends and kayaking. Mishy is family oriented and spends most of her free time with her parents and all the animals. She is really looking forward to getting to know all of you.

Right after our last social Melodies' brother, sister-in-law, their children and grandchild came to Paradise from Texas to visit her parents. Her daughter's family came from Nevada and her son's family all came together for a meal and lots of catching up. As well as a family photo including four generations.

Christmas was another gathering of Parents, children and grandchildren, no visits from the Texas side. It is great spending time together. 

So far 2018 has been a rush of activity with family, work, friends and church. They were in Nevada in February for their grandson's 2nd birthday. There was a baby shower in April for their daughter who is expecting her third boy the end of May and a birthday celebration for their oldest grandson's 9th.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck