Missy is responsible for the administration of trust and investment management relationships. She serves individual, family, and institutional clients. She works closely with Wealth Advisors, Planners, and Portfolio Managers to provide each client with the support they need to achieve their financial goals.
She has over 10 years of experience in the financial services industry and 8 years of experience in Wealth Management. She has over 20 years of experience in client service.
Originally from California, Missy earned her B.S. in Math and Economics from the University of California, San Diego.
Missy is a Certified Trust and Fiduciary Advisor.
