Director of Client Relations
Phoebe is a valuable member of our team that began working as an assistant in a financial planning office in 1998 and realized how rewarding it felt helping people meet their financial goals. Her 20 plus years of experience in investments and insurance bring depth and perspective to wealth management. Her pleasantness and warmth turn every client into a friend and lead her to become our Director of Client Relations.
Phoebe lives in Orange County with her teenage daughter, and they are currently on the hunt for the best local Japanese ramen restaurant, so any suggestions are welcome. In her free time, Phoebe enjoys volunteering with her church youth group in organizing activities and meetings, volunteering on the parent advisory board for the engineering cohort at her daughter’s high school, and practicing yoga. She is currently dreaming of relaxing and reading under a large umbrella at the beach in San Diego’s Coronado Island, her favorite local getaway.