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Optivest, Inc. Welcomes New Director of Client Services

Optivest, Inc.

DANA POINT, CALIF. (January 2, 2012)- Optivest, Inc. announces the launch of new lifestyle services in 2012, provided by a full-time Concierge on staff. In early December 2011, Optivest welcomed Shannon Patton, the inaugural Director of Client Services. We are pleased to offer clients more personalized Family Office Services through our exclusive luxury partnerships. With a background in fine art, wine consulting, and hospitality, Shannon is eager to partner with clients for an array of specialty needs.

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