As Advisor’s Assistant, Savannah is responsible for the administrative, operational, and service functions of our firm, on behalf of specific client and vendor relationships. This allows her to implement and improve upon our Service First Philosophy, which has earned us a place on Orange Coast Magazine’s Top Wealth Managers of Orange County list every year since 2014.
A graduate of California State University, Long Beach, her background includes banking, administration, and legal affairs. Her interests include cooking, spending time with her dogs Cleo & Banjo, and watching true crime documentaries. Savannah can be reached at 949-251-3544 extension 100 or email@example.com.