"Once I learned about how we could help clients, I was hooked."

Why did you choose this vocation?

When I arrived in the family Taeya told me my job was to be Sadie’s assistant. Since we lost Sadie, here I am, the chief Canine officer. But don’t worry, I have been groomed for this role since I was little ball of fluff and I am ready to walk in her paw prints. I am a bit of a people pleaser, as most labs are, and we can make so many people happy when they understand their financial plan, this is the perfect place for me.

Why do you love working with Pacific Coast Financial Services?

I am all about family and hanging out together, so I just love being involved in the family business. I enjoy meeting the clients and from what I have heard from my position under the desk, we make a big difference in their lives. Wealth management sounds complicated, but we just want to support people on their financial journeys and help them take care of their families, friends and communities.

What is the best part of your job?

It is great that this job gives me the opportunity to follow the economy and the markets. I like to figure things out and appreciate spending my time doing research to come up with the best solutions for clients. I figure the more of us working on a problem the better, team work is important to us at Pacific Coast Financial Services.

Career background and education

Since I was a pandemic puppy I never did make it to obedience training, so my formal education is a bit light. But, I am really a great on the job learner and quick to pick up on things, especially if treats are involved.

Personal Interests?

My personal interests include long hikes and chasing small animals of any kind. I am also a great bird dog and have caught several, including a seagull right out of the air. I always give my prizes to Taeya, since she is the boss. I help take Amber on walks and am trying to help Taeya train her, it is a work in progress. I also love to roll on my back in the grass or on snow. It feels so great, you should try it!

Certifications, Accreditations, and Licensees

I am not sure if I have any of these things or not? I have passed the temperament test at both Camp Crocket and Unleashed so I can go there and play with other dogs. And I have some bling on my collar and that might include a city pet license.