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

CMO, Head of Marketing and Operations  
Stepmom of 1, part of 3 start-up builds, former Head of Corporate Brand & Identity at Athene Holding with 6 acquisitions leading to IPO

Celia Taghdiri

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

Ali North

Director of Operations  
Mom of 4, Director at Mattel, actress, certified baby planner 

Eva LaRue

Mom of 1, Emmy nominated actress, philanthropist 

Carmie Saldana

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

Stacy Phillips

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

Christine Sarno

Mom of 2, VP of Sales, West for Dabbl 

Family Dynamics Advisor