Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance, among others.
Olivia graduated in 2022 from Westmont College where she studied Economics and Business. After graduating, she saw the opportunity to serve in the finance industry through an internship in Sacramento and afterward she continued working in the industry for a financial firm in the Santa Barbara area.
Having grown up with a family all in the healthcare industry, she had the example of work as a service, which she still maintains as a core value in her work today.
As a former college athlete, Olivia enjoys staying active in her free time by surfing the local breaks, hitting the slopes in the wintertime, and coaching for the Dos Pueblos swim team. She loves spending quality time with her family and friends, going on spontaneous adventures, and trying new coffee shops.