Denise takes client service seriously and enjoys being part of a team that helps clients put together the pieces of their larger financial picture. She manages the operational and administrative actions of the office, and works to answer any questions clients may have in a detail-oriented manner.
Her favorite part of the job is playing a role in helping people pursue their goals in life. Her previous industry experience includes working as a client service associate at UBS Financial Services and as a mortgage underwriter at National City Mortgage. She joined Sequoia Wealth Management Group in 2016, drawn by its client-first philosophy and the chance to join a team that takes great care of its clients.
A native of Sonoma County, she feels fortunate to pursue her passion for photography in such a beautiful setting. She also enjoys traveling and spending time with her daughter and her husband.