Irma joined La Pointe Wealth Advisors team in the summer of 2024. Prior to joining our firm, she was an Administrative Assistant for Locklin Financial and Stephen Peppler and Associates where she gained an extensive amount of experience in client services. Additionally, she worked at First Allied Securities, Inc. as a Commission Accounting Specialist where she gained customer service, broker services, and accounting experience. She brings 20 years of combined experience in finance.
Her background is in Business Administration, which she studied at San Diego State University. Irma is motivated and passionate about serving our clients. She prides herself in having the upmost integrity, professionalism, and confidentiality.
When she is away from the office, she loves spending time with her husband on their fishing boat and catching up with her 2 college aged children. She enjoys reading fictional books and the occasional autobiography as well as staying fit at the gym or walks along the beach.