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We're Celebrating 3 Years!

We're Celebrating 3 Years!

April 30, 2021

On May 1, we celebrated our firm’s 3-year anniversary (and our pets’ birthdays ­čśŐ)! 

When I took the leap of faith in 2018, I knew that it was going to be one of the hardest transitions in my life.  My youngest son was born earlier that year, my oldest was just starting school and my husband was also in transition with careers.  There were long nights and weekends, but I was so passionate about turning my dream into a reality that the short-term sacrifice was worth seeing our accomplishments up to this point.  What motivated me was keeping my “Why” at the core of what I do: my family, clients and community were all part of our success.

The best part of the journey so far?  This is only the beginning.  I’m excited for what’s to come and continuing to see us be a champion for women’s wealth empowerment.  On behalf of the Vista Del Mar Wealth Management Team, we wanted to share our gratitude with this video.  Cheers!