Denise is a Wealth Advisor with marrick wealth and is responsible for establishing and managing client relationships. She joined the firm in 2022 and has over 15 years experience in the tax and personal finance industry. Prior to wealth management, Denise started her career in public accounting at Deloitte, specializing in ultra-high net worth individuals and their closely held entities. Most recently, she worked at The Ayco Company, L.P., a Goldman Sachs Company, a firm counseling high net worth individuals in the areas of income tax, investments, and retirement planning.
Denise is a native of Orange County, CA. During her free time, she enjoys traveling, hiking and spending time outdoors.
Education
• BS, Accounting – University of Southern California
• Personal Financial Planning Program – Northwestern University
Licenses/Designations
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Memberships
• American Institute of CPAs (AICPA)
Favorites
• Books: Outliers, The 5 Love Languages, Start with Why
• TV: Friends, Law & Order, I Love Lucy
• Movies: The Shawshank Redemption, Top Gun Maverick, Schindler’s List
• Foods: Sushi, Mediterranean, In-N-Out, Coffee Ice Cream
