Stewardship Done Well

Who We Serve

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Well Done Good and Faithful Servant - Matthew 25:21

We partner with our clients to steward their financial resources with wisdom, discipline, and integrity. By providing expert guidance, practical education, and personalized strategies, they are better equipped to navigate life’s challenges and opportunities with clarity and confidence. We work together to create a plan so that they can achieve their goals, their way, and create a future of stability, growth, and peace of mind.

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Our Core Values

These core values are at the heart of everything we do, guiding our decisions, actions, and client relationships. They embody our commitment to financial wisdom, integrity, and personalized guidance, ensuring every step we take serves a greater purpose. By staying true to these principles, we empower individuals to make confident, informed choices that lead to lasting financial security and success.

Our Core Values are the SPIRIT of everything we do.

STEWARDSHIP

We believe in managing resources with wisdom and responsibility, ensuring they are used effectively to create a fulfilling and secure life.

PERSONALIZATION

Every client is unique, with distinct values and aspirations. We tailor financial strategies to fit individual needs, fostering long-term success.

INTEGRITY

We provide honest, transparent, and ethical guidance to help clients align their financial decisions with their personal values and goals.

RESILIENCE

A strong financial foundation includes proactive planning, maintaining cash reserves, and staying the course, even through uncertainty.

INFORMATION

We empower clients with knowledge and strategic planning to navigate their financial journey confidently.

TEAMWORK

We foster open communication and mutual trust, with our clients, combining their unique values with our disciplined approach.

Who We Are

Gene Tabb III

Gene graduated from California State University Sacramento in 1995, where he received his Bachelor of Science in Business Administration in Finance. Gene began his career as a Financial Consultant in May of 1998 at Morgan Stanley Dean Witter. He then worked as a Financial Consultant for Washington Mutual in 2001. In January of 2003 Gene launched Sierra Wealth Management. in 2024, After decades of helping individuals and small businesses reach their financial goals, he and Jayson Jay have joined forces to create 5 Talent Advisors.

Jayson Jay

Jayson was born and raised in California. He has his BS in Accounting and multiple certifications and licenses in the financial services industry. He has been in the financial services business since 1998 where he worked for multiple banks as they merged their businesses. He was exposed to a great variety of people with various needs. In 2004, he started consulting for the largest financial institution in the world at the time. After successfully using advanced planning and managed money strategies, he took his business independent from a corporate structure in 2008. In 2024, Jayson partnered with a long-time associate Gene Tabb III. Their combined over 50 years of experience and services has led to a new but mature fully independent Registered Investment Advisory (RIA) firm, 5 Talents Advisors, Inc.

Our Story

One day over lunch, Jayson and Gene were discussing how to form up a partnership, and what name they might use. Gene remembered a Church sermon where the pastor was discussing the "Parable of the Talents" (Matthew 25:14-30) and told Jayson that he thought it would be cool to have been the “advisors” that were given the 5 talents and returned it with 5 talents more.

How amazing it would be to be told “Well done, good and faithful servant”.

As they began discussing this idea of helping others be faithful stewards of God's resources, they realized that 5 Talents Advisors would be a great name that encompasses the Biblical beliefs within their investment philosophies.

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