Senior Client Service Representative

Tasha’s career in serving others began in the hospitality industry. When she transitioned into the financial industry in 2015, she knew she could make a more meaningful and lasting impact. Tasha rose to the challenge and is now an essential part of the team. She is the lead Senior Client Service Representative and is often the first person you’ll speak with when calling in. While Tasha is charged with core daily client interactions, she also keeps everything running smoothly in the back office with client transactions and other service activities.

Tasha is passionate about helping people feel cared for and confident in their financial journey. Growing up without much financial education, she knows how empowering knowledge can be—and she’s committed to passing that forward. Whether she’s the reassuring voice on the phone or the one making sure every detail behind the scenes runs smoothly, Tasha’s purpose is clear: to ensure clients feel supported, informed, and one step closer to their goals.

After relocating to Southern California, Tasha attended San Diego State University. She has earned her Life & Health Insurance license as well as her Series 6 and 63 securities registrations. Outside of work, she enjoys hiking, traveling, and trying new restaurants—always on the hunt for hidden dining gems.