Meet Your Team

Bringing confidence to individuals and families regarding their finances is one of the most rewarding aspects of my professional life. By applying my experience and insights, I strive to give my clients the strategic edge their wealth needs to thrive - while helping to alleviate financial stress and uncertainty.

With over two decades of experience as a financial advisor, I’ve had the privilege of watching my clients and their families grow, evolve, and thrive. I take pride in working closely with each client, guiding them through every stage—from their working years through retirement. The lifelong relationships I build along the way are among the most fulfilling parts of my career.

I have been a resident of Santa Clarita, CA for many years and have been married for over 25 years. My husband and I have two wonderful children, Andrew and Isabel, both currently in college. Our family also includes our beloved Goldendoodle, Bella. Time with my family is my greatest joy, and we cherish the opportunity to travel together—especially internationally, which we try to do each year.

When I’m not with my family or clients, I devote time to causes I care about, including volunteering with Zonta International, an organization dedicated to empowering women worldwide. I also enjoy reading and staying active—starting most mornings with my 5 AM workout!

Education:

• Bachelor’s Degree in Information Systems
• MBA
• Certified Estate Planner (CEP)

Designations & Licenses:

• Series 7 & 66 Registrations
• Licensed Insurance Professional in multiple states (California is my resident license)

As the Chief Financial Officer of Pierson Wealth Management, I bring over 18 years of experience in the financial services industry, combining strategic financial oversight with a passion for operational excellence. In my role, I lead the firm’s financial planning, budgeting, and performance initiatives, while also championing a culture of service that puts clients at the center of everything we do.

My focus is on aligning financial strategy with long-term growth, removing barriers that hinder productivity, and ensuring our team is empowered to deliver exceptional results to our valued clients.

When I’m not working, I enjoy spending time with my husband or connecting with my children, who live out of state in Chicago, Illinois and Charleston, South Carolina.  I’m a college football enthusiast, traveler, and I'm always up for a good organizing project!

Education:

• Associates Degree in Business Management
• FINRA Securities Industries Essentials (in training)

I started my career as a Wealth Advisor, working directly with high-net-worth clients to build financial plans, manage portfolios, and support their long-term goals. Over time, I found myself increasingly drawn to the systems and strategies behind the client experience - how firms grow, how advisors are supported, and how internal processes shape the quality of service. That passion led me to transition into firm development, where I now focus on building scalable infrastructure, leading advisor training programs, and optimizing operations to help advisory teams perform at their best. 

 What drives me is creating an environment where advisors feel empowered, clients feel genuinely cared for, and firms are positioned for long-term success. Outside of work, I enjoy spending time with my family and cuddling with my two basset hounds.

Education:

• Bachelor of Fine Arts – Summa Cum Laude

Mackenzie Graham

Communications & Marketing Coordinator

I relocated from the Midwest to California in 2021 and have loved every moment since - yes, even the scorching summers! I began my career in banking in 2017 and quickly found my stride in roles that value structure, precision, and strong client service. Joining Ivy and the team at Pierson Wealth Management felt like a natural fit.

One of the most rewarding parts of my role is welcoming new clients and helping create a seamless, organized experience from the very first interaction. I thrive on keeping things running smoothly whether it’s supporting team efficiency, scheduling clients, or ensuring nothing falls through the cracks. I truly enjoy getting to know the families we serve and take pride in helping them feel confident and cared for.

Outside of work, I find balance in the great outdoors—hiking with my husband—or relaxing at home with a good book, a movie, and our pets.

Education:

• Associates Degree in Liberal Arts

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
• FINRA Securities Industries Essentials (in training)

Designations & Licenses:

• Notary Public 

With over 17 years of experience in the insurance industry, I’m passionate about helping clients feel informed, supported, and confident in working with our team. I take pride in delivering dependable service and clear, thoughtful communication every step of the way.

 Santa Clarita has been home for most of my life, and it’s where I’m raising my two wonderful children - who definitely keep me on my toes! Outside of work, you’ll often find me with my family at an airshow, enjoying the outdoors, or hitting the road for a spontaneous adventure. I’m an avid sports fan, music lover, and always on the lookout for ways to create lasting memories.

Education:

• FINRA Securities Industries Essentials (in training)

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.