Client Relationship Specialist805-845-6587 x166
Mikaela was born and raised in Minnesota, where she received her AAS degree in Business Management. She began her career in the finance world by working for Wells Fargo Bank, where she found herself assisting in the management of Private Bank clients. This is where she discovered her passion for helping clients succeed in reaching their financial goals.
With an urge to escape the bitter-cold of the Midwest, she moved to California in 2018. Mikaela now lives in Ventura, and is studying to become a licensed Financial Advisor. In her spare time, she enjoys outdoor activities such as hiking, snowboarding, and going to the beach.