Olga is our Client Service Manager and has been in the financial industry since 2020 beginning at LPL Financial on the Elite Team as well as a wealth planning firm specializing in helping women in Del Mar, California. Olga is a versatile professional with a diverse background and a passion for streamlining operational processes within wealth management while anticipating client’s needs. She comes from an extensive background including Director of Business Operations, Facility, HR and Program/Project Management as well as over 15 years of Executive Support in vast array of industries. Olga graduated with honors and a double bachelor’s degree in organizational business and business management from Ashford University (Forbes School of Business).

On a personal note, Olga is a certified nutritionist and yoga instructor for 20 years who loves the outdoors and has a passion for fostering and rescuing animals and keeping the world trash free. You will find her either at the beach or hiking and spending time with her soul dog Coco.