Central Coast, California Office

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401

Phone: (805) 541-1308

Fax: (805) 541-5517

Meet Our Team

Brooke Bietz

Client Relationship Associate

Central Coast, California

Brooke Bietz is responsible for leading and maintaining existing client relationships as the primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting.
Previously working for Merrill Lynch, Brooke has experience supporting teams with a client-first mindset, supporting multiple financial advisors.
Brooke received her Bachelor of Arts in Psychology from Azusa Pacific University.
When Brooke isn’t supporting teams to help clients, she enjoys hiking, painting and anything involving lake activities.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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