"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort." - Franklin D. Roosevelt

Athena serves as one of our Administrative Assistants, covering a range of responsibilities, including managing the financial advisors' calendars, assisting with new account applications, and facilitating client communications. Her passion for estate planning and her close work with Troy Robertson, our attorney and financial advisor, drives her commitment to providing exceptional service. 

Athena graduated with a distinction from San Diego State University with a BA in Theatre Arts and a minor in Hospitality, a field that has further shaped her dedication to serving others. This background in hospitality enhances her approach to client care, as she strives to make every interaction thoughtful and supportive. Currently studying to become a financial advisor, Athena is committed to helping clients reach their financial and estate planning goals.

Athena resides in Point Loma with her fiancée, Garrett, and two adorable dogs, Daisy and Eddie. In her free time, she enjoys spending time with her parents in Las Vegas, camping, visiting National Parks, and attending concerts. She also occasionally brushes off her theater skills, acting in multiple plays and staged readings throughout San Diego and attending performances whenever possible.