Adrienne joined our team in October 2024 as a Wealth Associate, bringing her expertise in financial planning, process orientation, and client relationship support to our advisors. She plays a crucial role in helping our advisors deliver outstanding results for our clients by assisting with comprehensive financial planning efforts and ensuring all client needs are met. Adrienne’s dedication to white-glove client satisfaction and her proactive approach makes her an invaluable asset to our team.

Adrienne began her career in wealth management in 2010 and has since been dedicated to managing all operational and client relationship needs, ensuring prompt completion of client requests and delivering exceptional service. Previously, she worked at Raymond James, where she honed her skills and built a strong foundation in the industry. She holds her Series 7 securities license, is currently studying for her Series 66 and earned a Bachelor of Arts degree in Communication Studies from California State University-Long Beach.

Outside of work, Adrienne enjoys an active lifestyle that includes golf, yoga, boating, and hiking. She loves spending time with friends and family, traveling, and giving back through various charities.