Ventura, CA

Mallory enjoys creating the space for her clients to dream big and clarify their ideal life. She understands that wealth has a different meaning to each person and family. She takes the time to help clients clarify their ideal life and partners with them to create a plan to live life to it’s fullest. Communication, education and risk management are the cornerstones of her boutique practice.

As a former outdoor education and adventure guide, Mallory understands the balance between adventure and risk. She helps her clients navigate the desire to take the appropriate amount of risk to reach their goals while considering the financial implications of choice over time.

Mallory understands the importance of technical skills and knowledge, she is aims to provide the highest standard of financial planning. This led her to become a Certified Financial Planner™, a certification that involves rigorous requirements and adherence to strict ethical standards.

Mallory is an independent advisor backed by the resources of a large firm, Pensionmark Financial Group. This offers the leverage, strength, and resources of a national firm while allowing Mallory flexibility in strategies for her clients. She works with a select group of clients around the country.

To learn more about Epic Life Wealth Management services please see epiclifewealth.com.