Executives

Founder & CEO
Mom of 4, prior senior VP and 22 yr veteran wealth advisor at Wells Fargo & US Trust, top producer in sales year over year

Celia Taghdiri

Director of Administration
Mom of 2, editor, writer at San Diego Union Tribune and FINE Magazine

Eva LaRue

PR
Mom of 1, Emmy nominated actress, philanthropist

Carmie Saldana

Advisor
Coach development, retired EVP, head of national sales, WFC

Stacy Phillips

Advisor
Mom of 2, renowned celebrity family law attorney, author, philanthropist

Christine Sarno

Advisor
Mom of 2, VP of Sales, West for Dabbl

Family Dynamics Advisor

Dr. Andrew Kane

Advisor
Ph.D., OBE, Author, Advisor, Board Member & Educator on Adulthood and Decision Making