Dedicated Financial Advisors

Our Team

Sarah Musk

Vice President

Laura Harris

Senior Advisor

Tesa Banks

ASSOCIATE ADVISOR

Emma Watts

Associate Advisor

Julia Smith

Marketing VP

Emma Brown

Accounting Manager

Sophie Moore

Budget Analyst

Maria Lopez

Tax Accountant

A Clear
Direction!

We’re committed to understanding your circumstances and wishes. Based on our analysis of your situation, we are designing specific plans that are aligned with your values.

1- 619-592-2594

info@smibmanagement.com

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