Maria has over two decades of accounting, managment and finance experience, serving affluent families and entrepreneurs. Her passion lies in aiding both companies and individuals in realizing their financial goals, and handling all aspects of wealth and business finance for her clients.
Running the MSI team of internal staff and contractors to meet her clients’ goals, is her daily mission. Between training, process and being challenged in new ways, she is constantly learning.
Seamlessly collaborating with attorneys, banks, and trusts, Maria’s team consistently delivers exceptional value. With her background in the top performing companies, she speaks the language.
Maria pursued her accounting education at Cal Poly San Luis Obispo before embarking on a career in operations finance and public accounting, specializing in tax.
Alongside her professional endeavors, she cherishes her role as a parent to two children who illuminate her world with joy and love. She loves the beauty of the mountains and swimming in the lake, as well as rock concerts in the city. She loves to cook and bake, and throw parties.
