Dee serves Optivest clients with over 20 years of experience in Business Development & Planning, Accounting and Human Resources. Her specialized contribution includes creating and developing the OptiWealth platform and working closely with CPAs, attorneys and industry leaders to offer our clients the peace of mind they deserve.
Dee is a member of AICPA, CalCPA, is a California Notary Public, and holds a real estate salesperson license for California. She is a graduate of Cal-State Fullerton with a Bachelor of Arts degree.
True to the Optivest culture that giving is living, Dee supports local charitable organizations and community programs through personal volunteerism and giving.