Rhonda Mais

Rhonda Mais

Client Services Associate

Rhonda is an experienced financial services professional with a background in the financial, brokerage, and insurance industry in an operations and client service role.  Previous to her current position, she worked for an RIA Fiduciary Wealth Management Firm.  She has also previously worked at Merrill Lynch and Prudential Securities.

Rhonda is experienced in all areas of account setup, 3rd party support (mutual funds, insurance carriers, etc.), as well as efficient asset movement to support client needs (Federal Funds wires, ACH transfers, inter-account and all other transfer types).

Rhonda will also be your first contact for service requests, review scheduling, and getting you to the most appropriate member of our local and extended team as necessary.

A California native, Rhonda enjoys spending time enjoying the outdoors at the beach and mountains, hiking, backpacking, and traveling with her family and friends.