“It takes wealth to buy your desires but it takes wealth management to keep up the abundance.” - Sujit Lalwani

Makena Caldwell is a native to San Diego, CA who has a passion for helping people. She is currently taking on two roles within the company as Receptionist and Loan Processor. Makena is detailed, goal oriented, and strives to create a memorable experience for all she comes into contact with. In her free time she enjoys being outdoors and spending time with family.