My Beginning

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. 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, driven by a passion to help people and provide first class service to clients, I went on to succeed in leading a resourceful and dedicated team. In 2026, Forbes honored me as one of the Top Women Wealth Advisors Best-in-State, marking my third consecutive year receiving this award. *

Mission

I believe in crafting not just custom investment plans, but comprehensive life plans that can help clients feel confident during market fluctuations. My mission is to guide those I work with on a seamless financial journey, making it as smooth as possible, helping to ensure they won’t outlive their money, and most importantly, they ENJOY life!

Education

I earned my degree from UC San Diego, where I cultivated a passion for lifelong learning. To deepen my expertise in finance, I went on to pursue advanced education at San Diego State. Committed to continued growth, I actively participate in mastermind groups with fellow professionals, learning about changes in the environment, economics, and beyond.

Personal Life

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 senior at UCSC and Jesse, a freshman in Irvine. 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. In summer, you’ll find me at Concerts in the Park every weekend—dancing outdoors with friends and family.


2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

 

Dominique Olivari began her career with Wells Fargo in 2007 as a Business Relations Banker, supporting multiple branch locations across Northern California. A few years into her career, she relocated from Santa Cruz to San Diego to be closer to loved ones. In 2022, we were fortunate to welcome her to our practice as a Senior Client Associate.

In her role, Dominique serves as our operations expert, bringing exceptional care and precision to every aspect of the client and internal experience. She manages client paperwork, coordinates customized requests, and consistently ensures seamless operations for both clients and the team. Known for her resourcefulness, strong work ethic, and positive spirit, Dominique approaches every task with a sincere desire to make a meaningful impact—qualities that shine through daily.

Dominique graduated from Chico State with a bachelor’s degree in education. Her educational background equipped her with remarkable patience, clear and compassionate communication skills, and a genuine passion for helping others—attributes that have greatly contributed to her success in the financial services industry.

Dominique’s husband, Tony, also works in the banking and finance field. They have been happily married for 18 years and are the proud parents of two children, Giovanni and Leslie. A true animal‑loving family, they enjoy spending time with their three dogs—Elliot, Catalina, and Odin—and their two cats, Blackjack and Dutchess. Outside of work, Dominique loves spending quality time with her children, embracing all things Disney, and actively coaching volleyball within the community.

Jacqueline Q. Harrison brings a wealth of experience, cultural insight, and unwavering dedication to her role as Senior Client Associate. Fully bilingual in English and Spanish, she plays a vital role in serving our diverse and multicultural client base. Jacqueline holds a bachelor’s degree in law, a background that has equipped her with exceptional analytical skills, attention to detail, and a strong foundation in problem‑solving—qualities that continue to elevate the level of service she provides within the financial services industry.

Jacqueline began her professional journey with Wells Fargo Bank in 2008. She quickly distinguished herself and advanced to the role of Patrimonial Banker Associate within just a few months, working closely with high‑net‑worth multicultural clients. In that position, she gained deep expertise in understanding client needs, maintaining accuracy, and navigating complex financial requests. Her strong performance and dedication later led her to transition into the securities division—now Wells Fargo Advisors—as a Senior Client Associate.

In 2022, we were thrilled to have Jacqueline join our practice, where she has emerged as our master facilitator. She expertly coordinates projects, leads events, and drives client service initiatives, ensuring our team remains organized, efficient, and consistently focused on delivering an exceptional client experience. Her commitment, professionalism, and strong organizational abilities make her an invaluable contributor to our continued growth.

Outside of her professional accomplishments, Jacqueline cherishes her life at home. She has been married to her husband, David, for 14 years, and together they have a son, David Joseph, who is 12 years old. Their family also includes their beloved Labrador Retriever, Snowy. In her free time, Jacqueline enjoys swimming, skiing, ice skating, reading, and traveling. She is also an enthusiastic supporter of her son’s Ice Hockey travel team and can often be found cheering him on at the San Diego Ice Arena.