We are proud to announce that our former intern, Brianna Gutierrez, has joined Shone Wealth Management as a Marketing and Planning Associate. Brianna graduated from Saint Mary’s College with her degree in Finance and her future is very bright. Please welcome her as she embarks on what is sure to be a very successful career.
In addition to working with marketing and communications for the firm, Brianna will be working in the planning process and be in contact with clients before and after meetings and reviews to help keep the planning process on track.
