Enna oversees the strategic operations of our Bellevue, WA, and Newport Beach, CA offices. She earned her degree in Business Management from Northwest University and brings more than 17 years of experience in administrative operations and customer service.
Before entering the financial industry, Enna gained broad experience working in both medical and manufacturing fields, where she wore many hats—including roles in human resources, billing, client services, operations, production control, finance, and contract management. This diverse background equipped her with a deep understanding of what makes organizations run smoothly and efficiently.
Since joining the financial industry in 2018, Enna has been passionate about helping women like herself understand the importance of financial planning. She oversees day-to-day client service needs, develops and implements business policies and best practices, streamlines operations, and ensures compliance while supporting her team’s success.
Outside of work, Enna enjoys traveling, visiting wineries, boating, hiking scenic mountain trails, and spending quality time with her husband, daughter, friends, and family.