Our Qualifications
Carlos A. Alcaine Senior Vice President, Financial Advisor, Portfolio Manager
calcaine@dadco.com | (916) 581-7550
Carlos is adept at creating and maintaining risk-adjusted portfolios that balance each client's situation, objectives and risk tolerance while reflecting your values. He dedicates his strong industry knowledge to implementing thoughtful financial planning and prudently managing your assets.
He benefits from considerable experience not only in financial services but also in a prior career with a Fortune 500 company, where he led consumer and business marketing. He is a founding member of the Society of Settlement Planners, earned a bachelor's degree in business administration from California State University and holds applicable securities registrations and a California insurance license.
Carlos enjoys skiing, golfing, hiking and pickleball. He is active in his community serving on his homeowners association board. He lives in Granite Bay with his wife, Julie, and they have two grown sons, Alex and Austin.
CA Insurance Lic #0A81941
Stephen B. Halterbeck, RSP, Senior Vice President, Financial Advisor
shalterbeck@dadco.com | (916) 581-7551
Steve concentrates on the details of your financial life in order to design strategies that help you feel confident about your financial future. A specialist in helping plaintiffs with settlement planning and structured settlements, he carefully selects investments that match your needs and risk tolerance.
Steve was in the first graduating class to receive the Registered Settlement Planner (RSP) professional designation from Texas Tech University and the Registry of Settlement Planner, the first designation awarded to those who specialize in needs-based settlement planning.
Steve lives in Roseville with his wife, Claire, a former elementary school teacher, now stay-at-home mom, and their daughter and twin boys. He enjoys boating, skiing, traveling with his family, and all things cars.
CA Insurance Lic # 0F23825
Austin J. Alcaine Financial Advisor aalcaine@dadco.com | (916) 581-7556
Austin Alcaine joined our team in 2022, leveraging his unique background in mechanical engineering to enhance our client-focused solutions. His experience at Trane Technologies, where he designed and sold commercial HVAC systems, sharpened his skills in creating custom solutions that meet diverse client needs.
As a financial advisor, Austin is dedicated to constructing personalized financial strategies that reflect each client's individual goals and situations. His technical expertise and problem-solving abilities are key assets in navigating the complexities of financial planning.
Austin lives in Midtown Sacramento and enjoys snowboarding, hiking, and watching the Sacramento Kings Light the Beam.
CA Insurance Lic # 4275909
Cheryl A. Moore Registered Client Associate
cmoore@dadco.com | (916) 581-7553
Cheryl is a seasoned professional known for her focus on accountability, communications and excellence in client service. She is responsible for supporting business operations and, among other work, she enters trades, supervises wire transfers and disbursements, and manages account documentation. As the first contact for many clients, Cheryl is often tasked with our most important service: responding to client inquiries and nurturing strong client relationships. She handles these tasks with professionalism and a personalized approach.
After several years of prior financial services work, Cheryl has worked with Carlos since 2002. She studied ornamental horticulture at California Polytechnic Institute at San Luis Obispo before deciding to use her organizational skills in working for clients in the financial industry. She and her husband, Kelly, live in the north Sacramento area.
Blake A. Caughey Client Associate
bcaughey@dadco.com | (916) 581-7555
Blake is a newcomer in the industry but since 2021 he has been assisting the Alcaine Halterbeck Investment Group. He has quickly gained recognition for his dedication to accountability, effective communication, being detailed oriented, and delivering excellent service to clients. He plays a crucial role in supporting business operations and client onboarding. Similar to Cheryl his most important role is addressing inquires from our clients and building relationships grounded in trust and dependability. Blake is currently working on obtaining his licenses needed for his career as a financial professional.
Blake attended California State University of Long Beach and graduated with a degree in business finance. He resides in Roseville with his wife, Carson, and their son Hayes. He enjoys pickleball, football, fitness, and cooking.