Client Services Manager
Lia grew up in the gorgeous desert in Scottsdale, Arizona and studied Economics at Arizona State University. She relocated to Southern California in 2011 and enjoys frequent visits back home. Lia and her husband, Urban, have three beautiful and confident daughters who’ve grown into financially savvy young women. In her free time Lia enjoys hiking, live music, cooking and spending time with her family. You can also find her volunteering with community organizations that promote literacy and financial education for women and children.
Prior to joining Legacy One Financial, Lia worked as a Client Services Manager supporting financial advisors, as an Account Manager for Charles Schwab, and she is currently assisting Golden State Wealth Management with compliance and advisor transitions. Her experience in the financial services industry includes operations, managing rollovers and transfers, project management, and resolving service requests to ensure the office operates smoothly. Lia loves building relationships with clients and colleagues and takes pride in accuracy and efficiency. Clients can rest assured that even their most complex matters are in good hands.
Lia’s focus is on cultivating and maintaining an exceptional client experience, and she works to foster a personalized and warm environment so clients can focus on what matters to them.