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Meet Your Team

Ivy Pierson, CEP, MBA Photo
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Ivy Pierson, CEP, MBA

Founder, Investment Advisor Representative

Ivy Pierson

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Ivy Pierson, CEP, MBA

Founder, Investment Advisor Representative

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 for 24 years. We have 2 children: Andrew who is 17, and Isabel who is 15. 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 on a yearly basis. 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, 65, 33 Registrations
  • Insurance Licenses for multiple states, CA being the resident license
Michele Weatherford Photo
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Michele Weatherford

Practice Manager, Licensed Insurance Agent

Michele Weatherford

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Michele Weatherford

Practice Manager, Licensed Insurance Agent


What I love most about my work is the ability to help people, whether by supporting and collaborating with the team or partnering with clients to address their needs. As practice manager, I strive to see that our office runs seamlessly in order to best serve our clients and their families.

When I’m not in the office, I enjoy spending time with my family. I have 4 children, two stepsons and a grandson who is almost 3 and is the light of my life. We enjoy various outdoor activities, including camping on the lake, boating and jet skiing


Affiliations:

  • NNA – National Notary Association

Designations & Licenses:

  • Licensed Insurance Agent
  • NSSA (National Social Security Advisor Certificat
  • Notary Public
Becky Tanaka Photo
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Becky Tanaka

Operations Manager

Becky Tanaka

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Becky Tanaka

Operations Manager


For the last 7 years, 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 and my dog, hopefully while enjoying some good iced tea and always embracing new experiences. I have lived my entire life in Santa Clarita and have been married for 18 years. We are raising 16-year-old boy/girls twins who are in 11th grade at Valencia High. I love my 9-year-old Puggle Bella, reading, growing orchids, and I hope to travel more. 


Education:

  • Associates degree in photojournalism

Designations & Licenses:

  • Notary public