Growing up in a family that valued hard work and savings, I learned the importance of financial security from an early age. My Mom, a savvy saver, took early retirement to care for her Dad (my Grandfather) in 2000. Although she had managed to save a considerable amount, she lacked the knowledge required to invest her money wisely and faced the daunting task of finding someone she could trust. As the story goes, everything was going well, until it wasn’t. After a couple years my Mom would open her statements and the values would continue to decline. She was not receiving any proper guidance and asked for my help.

Determined to help my Mom, I began educating myself about the financial industry. I undertook extensive research and self-study on the economy and investments. My journey into the financial world officially began in February 2008, where I initially supported 3 seasoned financial advisors. Driven by a passion to provide first class service to clients, I went on to obtain my federal and state license and in 2013 I left my assistant position and entered a partnership with Marla Harvey, whom I had a solid working relationship throughout my financial career. We enjoyed a wonderful working relationship together until her retirement in 2022. Currently, I lead a resourceful and dedicated team, including our operations genius, Dominique Olivari and our masterful projects facilitator, Jacqueline Harrison. In 2024, Forbes recognized us as Top Women Wealth Advisors, Best-in-State. I share this accolade with Dominique and Jackie, as it is a true reflection of the collective efforts, hard work, and innovative spirit of our team.

I believe in crafting not just custom investment plans, but comprehensive life plans that provide reassurance regardless of economic fluctuations. Your wealth does not need to be scary, overwhelming, or complicated. My mission is to make the financial journey as smooth and enjoyable as possible for my clients, ensuring they never outlive their money. Together, we plan to establish lasting legacies, allowing individuals to pass on their wealth to heirs or meaningful charitable causes.

I earned my degree from UCSD and cultivated a passion for lifelong learning and went on to complete the Certified Financial Planner ® program at San Diego State. Committed to continued growth, I am currently a part of the Platinum Partnership with Robbins Research, which provides me with exclusive access to a network of top-tier professionals and cutting-edge strategies. Away from the office, I cherish simple pleasures and family life. Married for 27 years, I am a proud parent of two children, Alexia, a junior at UCSC and Jesse, a high school senior. My hobbies reflect my appreciation for simplicity and nature; I enjoy running outdoors, having completed the Boston Marathon in 2019 was a definite bucket list item. When not outdoors, you can find me curled up with a warm cup of tea and a good book.

My values are deeply rooted in my faith, family, and the quest for excellence. Inspired by the hospitality industry, I strive to offer a five-star experience to my clients. My objective is to ensure that every interaction my clients have with my team embodies trust, excellence, and personalized care.

Dominique Olivari, our operations expert, began her career at Wells Fargo in 2007 as a Business Relations Banker, serving various branch locations in northern California. A few years later she relocated to San Diego from Santa Cruz to be closer to loved ones, and in 2022 we were fortunate to have her join our team as a Senior Client Associate. Since then, Dominique has played an invaluable role in managing all aspects of our operations, including client paperwork, customized requests, and ensuring a seamless experience for both clients and the team. Her resourcefulness and commitment to extending first class service means that she not only gets the job done, but does so with a positive spirit. Her sincere desire to make a meaningful impact is evident in every task she undertakes, and it shines through in all areas of her life!

Dominique graduated from Chico State with a Bachelor’s Degree in Education and her background has endowed her with the remarkable gift for patience, clear communication, and a genuine drive to assist others-qualities that are key contributors to her successful career in the financial sector.

Dominique’s husband, Tony, also works in the banking and finance industry. They have been happily married for 16 years and together they have 2 children, Giovanni, and Leslie. As a family, they are very much animal lovers and enjoy spending time with their 3 dogs, Elliot, Catalina, and Odin along with their 2 cats, Blackjack and Dutchess. In her spare time, Dominique enjoys spending quality time with her children, embracing all things Disney, and actively coaching volleyball in the community.

Jacqueline Harrison brings a wealth of experience and a unique international perspective to our team. Bilingual in English and Spanish, she has been instrumental in serving our diverse clientele. She takes great pride in her work not only for our clients but for her team as well.  She serves as a point of contact for our clients and is always striving to ensure a positive experience handling their day-to-day administrative and operational needs.  

Jacqueline, graduated with a bachelor’s degree in law. Her background provides a strong foundation in analytical thinking, attention to detail, and problem-solving—all essential skills in the financial services industry.

 Jacqueline’s professional career began at Wells Fargo Bank in 2016, she quickly advanced to Patrimonial Banker Associate within just a few months. In that role, she worked closely with high-net-worth international clients, developing a keen attention to detail and a deep understanding of client needs. She later transitioned to the securities division, now Wells Fargo Advisors, as a Senior Client Associate.

Jackie has been married to her husband, David, for 12 years, and together they have a 10-year-old son, David Joseph. Their family also includes their beloved Labrador Retriever, Snowy. Outside of work, Jacqueline enjoys a variety of activities, including swimming, skiing, ice skating, and reading. She also loves traveling and cheering on her son’s Ice Hockey Travel Team at the San Diego Ice Arena.