A Little About Me

Born and raised in the Central Valley, I cut my teeth amongst one of the United States’ deepest agricultural sectors as an advisor with both JP Morgan Chase and Well’s Fargo.

When I married into the Green family, having its deep roots in Orcutt, my husband Brandon and I moved home to start our family. We are now the proud parents of Zaiden, Stella, Brody, and Joselyn. It has always been our dream to raise our family in the same community Brandon was raised in.

Being active in our community is very important to us. We are members of the Santa Maria Country Club, Santa Maria Chamber of Commerce, Old Orcutt Merchants Association, and the Los Alamos Men’s Club. I also serve on the board of the Santa Maria Women’s Network.

Now, as an Executive Director with One Capital Management, I can service the Santa Maria Valley intimately while allowing my clients to benefit from one of the most diverse and experienced portfolio management teams the Central Coast has to offer.

Goal-based planning affords me the opportunity to become a part of the families I serve. In doing so, I hope to continue to embed myself and my family deeper into the Santa Maria Valley and with the community we love.

Community Associations & Memberships

About One Capital

Founded in 2001, One Capital Management brings together a diverse group of founding partners hailing from Canada, Sweden and the United States. Guided by the vision of building an investment advisory firm based on a fiduciary model – at the forefront of our core values is our commitment to honesty, integrity and always putting our clients’ interests first. Over the years, our firm has grown to 51 professionals who are dedicated to serving roughly 1,500 clients–consisting of individuals, families, institutions, and foundations. We now manage approximately $3 billion in assets.  

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