Meet the Team
Our team is committed to offering quality products and exceptional service. Any time you have questions, we’re just a phone call away. We appreciate the opportunity to earn your business and look forward to serving you.
About Noelle
Noelle joined our office in 2019 and keeps the office running smoothly. She is licensed in property and casualty work and reviews all policies at renewal. She is a calming influence on those around her as she rarely lets anything rattle her. She is efficient, reliable and easy to talk to and is a favorite for our clients to work with. She and her husband have five kids and she loves watching her daughter perform on stage and going to Disneyland!
About Yaritza
Yaritza joined our team this year as a service associate and is quickly making herself invaluable, helping with home, auto and underwriting requests. She is fluent in Spanish and Portugese. She loves dogs, especially her Alaskan Husky, Coda, who is a ball of energy. She loves to read, write, draw and sketch. You can usually find her drinking coffee and listening to music.
About Bart
My Wealth Management Advisor is uniquely positioned to help you plan for your future. They’re here to help you meet your long and short-term goals through financial planning, investment strategies and more.