Dee serves our 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, holds a real estate salesperson license for California, and is a graduate of Cal-State Fullerton with a Bachelor of Arts degree.
True to the Optivest culture that giving is living, you can often find Dee supporting local charitable organizations and community programs.
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Stella Choi
Leon James
Glori Crumpley
Ashlee Enzensperger
Shannon Kavlich
Lisa Rae