Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.
Icy Mocha Tia is a phenomenal representative who knows the business inside and out. Took care of my concerns in mere minutes. Amazing empathetic energy. Definitely would come here again for top tier customer care!
