Simplified Financial Advice.

Meet Torrey

Torrey is a highly motivated and results-oriented associate wealth advisor with a gift for connecting with people from all walks of life. She is passionate about helping our clients pursue their financial goals and dreams.

Torrey graduated summa cum laude from Chapman University with a Bachelor of Science in Business Administration, with emphases in Finance, Management, and Marketing, as well as a minor in Economics. After completing Level 1 of her CFA, Torrey began her career in wealth management as a financial analyst associate. She quickly realized that her passion for the industry extended beyond the behind-the-scenes work of portfolio analysis. Torrey has now taken on an advisory role as a Series 65-registered investment advisor representative. She is dedicated to her continuous education and development as she works closely with the lead advisors to build customized comprehensive financial plans for our clients. Torrey excels at creating innovative solutions to complex situations and looks forward to providing our clients with personal and trusted service for years to come.

A vibrant and energetic individual, Torrey brings her full self to work and to her personal life. She likes to spend time with her loved ones, play music, stay fit, and nurture her relationship with the Lord. She is always up for an adventure and loves to make memories that will last a lifetime. Torrey is a 5th generation Arizonia native and is committed to making a difference here in the valley!