Milo joined Pence Wealth Management in February 2018. He serves in the Investment Team by maintaining and reporting financial transactions for our clients. He also assists the marketing team with various duties and tasks.
Previously, he was an Advisor Marketing Representative at American Funds, where he helped advisors integrate products to address their clients’ personal and financial goals.
Milo graduated from UC Irvine in 2014 with a degree in Comparative Politics. He grew up in San Francisco and is an avid fan of the Golden State Warriors, San Francisco Giants, and the San Francisco 49ers.
Milo enjoys spending time with his wife, Amanda, and their dog, Luna, traveling and exploring new restaurants.
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