Yomahiry applies her 6 years of experience in the financial services industry to provide a dedicated and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier!

Yomahiry handles all “logistics” for our clients and is your point person for most non-investment related issues and document processing such as opening accounts, transfers, IRA distributions, admin updates like address changes – all account updates, etc.

Prior to joining our team in May of this year, Yomahiry was an Enhanced Specialist at Charles Schwab, Lending Specialist at San Diego Country Credit Union and Personal Banker at Wells Fargo Bank.

Yomahiry is originally from Riverside, CA. She earned her bachelors in forensic science and uses her naturally curiosity to dig out and fix any challenges! She is a massive fan of sports such as formula 1, NFL and mixed martial arts. She likes to spend weekends hiking, running, at the gym or finding a new coffee or açaí spots with her Border Collie Summer and fiancé Jonathan.