Victoria Makovitch

Victoria has lived in the Bay Area since 1992 when she moved here from Latvia by the Baltic Sea. She loves to travel, explore new food and culture, animals and has a big passion for succulents and orchids. She enjoys time with her family and friends playing board games, going wine tasting, hiking, camping and relaxing on the beach.

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Her favorite quote "Dreams don't work unless you do"

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She joined our team in 2001 as Wealth Management Assistant when we extended our services to the financial service industry. Because of her love for a challenge she quickly obtained knowledge to help our clients with bookkeeping, accounting, Quickbooks, tax preparation and the financial services industry.

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In 2024 she became Investment Adviser Representative and continuing her education to accomplish getting fully licensed.