West Coast Community Bank - Salinas (CA)

Judy Hodgson Katherine is excellent at untangling bookkeeping records for tax preparation. She has helped us with the financial aspects of our business, and kept on top of the minutia, which has allowed us to focus on what we do best.

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.

Hussein Rekabi Great place, full of energy and positive mindset, Enterponurers all over the place . Totally recommend it