Client Service Director
Denise is a seasoned professional who has spent half of her life on the client service side of Wealth Management. She prides herself on being a team player who loves her work and holds herself to the highest standards of integrity and accountability. She is a problem solver and can quickly adapt to the ever-changing needs of clients.
Denise’s first introduction into the financial services industry was with an entry level position at EF Hutton. Over the years she has held positions at Smith Barney, UBS Financial Services Inc., JP Morgan Securities, and at RBC Wealth Management in their Beverly Hills office. Denise holds her Series 7 and 66 registrations and is a Licensed Sales Assistant.
A native of Southern California, she was raised and still resides in the San Fernando Valley. When not at work, Denise enjoys spending time with family and friends and two adorable dogs. Her greatest joy and gift has been watching her daughter develop into a warm, loving, and deeply compassionate young lady.