Meet Your Team

Bringing confidence to individuals and families with regards to their finances is the most rewarding feeling in my professional life. By applying my experience and insight, I strive to give my clients’ the edge their wealth needs to thrive — while helping remove financial stress from their lives.

Over the past two decades as a financial advisor, I’ve had the opportunity to see my clients and their families flourish and evolve over the years. I work closely with each and every client, supporting them from working full-time and throughout their entire retirement. Building these lifelong friendships is something I greatly cherish.

I have been a resident of Santa Clarita, CA and have been married over 25 years. We have 2 children: Andrew and Isabel who are both college students. My dog is a Goldendoodle, Bella, who we all adore! Time with my family is the most precious. Together, we love traveling and try to explore internationally every year. If I’m not spending time with my family, you can find me volunteering for Zonta International whose mission is the empowerment of women around the world. I also enjoy reading and exercising — I look forward to my 5AM workout every day.

Education:

• Bachelor’s Degree in Information Systems
• MBA

Designations & Licenses:

• Series 7, 66, 31 Registrations
• Insurance Licenses for multiple states, CA being the resident license

I am the Practice Manager for Pierson Wealth Management and I've worked in the financial services industry for 15+ years.

I am here to ensure our clients receive top-notch service and remove barriers that keep our office from doing what it does best… servicing our amazing clients!

When I am not working, I spend my time with my husband or Facetiming my children who live out of state in Chicago and Charleston! I enjoy college football, theatre, organizing, and travel! 

Education:

• Associates Degree in Business Management

My goal is to empower clients to navigate their financial lives with ease and confidence. At Pierson Wealth Management, I work closely with clients to manage the complexities of their financial journeys, helping them build and preserve wealth, plan for retirement, and achieve their long-term goals. This includes developing customized financial plans, offering strategic investment advice, and guiding them through major life events and transitions. Since beginning my career in the financial services industry in 2019, I’ve had the privilege of working with high-net-worth and ultra-high-net-worth clients. My passion for financial planning inspired me to deepen my expertise, and I obtained my Certificate in Financial Planning in 2022.

Originally from Georgia, I moved to California in 2017 and relocated to Santa Clarita in 2023 after joining Pierson Wealth Management. When I'm not working, I love spending quality time with my two-year-old son, trying new restaurants, visiting museums, and enjoying the outdoors.

Education:

• Bachelor’s degree in Human Development and Family Sciences from the University of Georgia

Registrations & Licenses:

• Series 65
• Series 63
• Series 7
• CERTIFIED FINANCIAL PLANNER®

Since 2013, I have enjoyed helping develop the practice that we have today as our clients pursue success in their financial lives. From administrative duties to portfolio analysis, I work to manage the operations of the back office while guiding clients through their day-to-day needs.
Outside of work, you can find me spending time with my family, while enjoying some good food and new experiences. I have lived my entire life in Santa Clarita and have been married since 2002. We are raising boy/girl twins who are in college. I love reading, growing orchids, and looking forward to traveling more.

Education:

• Associates Degree in Photo Journalism

Designations & Licenses:

• Notary Public 

Mackenzie Graham

marketing& administration

I relocated from the midwest in 2020 and have loved being in California every moment since (even the scorching summers!). I have been in the banking industry since 2017 and quickly felt right at home working with Ivy. My favorite part of working at Pierson Wealth Management is getting to know our clients and being the first to meet new individuals as we build new relationships. When I am not at the office I am soaking up the beautiful outdoors by taking hikes with my husband or enjoying movies and books at home with our pets. 

Education:

• Associates Degree in Liberal Arts

I have worked in the insurance industry for 15+ years. I have lived in Santa Clarita most of my life. I have 2 kids in high school that like to keep me on my toes. Outside of work you will find me spending time with my family. We spend a lot of time at airshows and being outdoors. I enjoy watching sports, listening to music and road trips.

Bella is our office golden doodle.  If you have visited our office, you have likely met Bella.  She’s an avid receiver of pets and likes to be involved in client meetings.  She likes treats, filtered water, and riding in an eBike sidecar.  If you see her, make sure to tell her she’s a good girl.