Mia Relis
Based in Santa Barbara, Mia supports client onboarding, client communications, office operations, and account administration, helping teams across the firm stay organized and responsive.
Ways to Connect
Mia Relis is a Client Services Representative who collaborates closely with her team members, assisting with onboarding new clients, maintaining headquarters inventory, answering phone calls, preparing paperwork, and ensuring smooth ongoing account maintenance for clients. Mia’s commitment to positively impacting other people’s lives parallels her drive for personal and professional growth.
The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients.
Professional Background
Mia’s background in administration includes overseeing the office operations at Santa Barbara Meals on Wheels, a non-profit organization that helps provide low-cost meals to the community. Through her experience working at a non-profit, she witnessed the profound impact that individuals can have on the lives of others. Prior to her non-profit work, Mia was the assistant registrar at the California School of Law and the receptionist for the Santa Barbara County Board of Supervisors.
Personal Pursuits
Mia is a Santa Barbara native. She enjoys traveling and exploring new places. Her hobbies outside of work include snowboarding, camping, and road trips. Mia has a deep appreciation for the arts and loves film, photography, and visiting art exhibits. She is passionate about social justice and advocating for the disadvantaged.
Community Impact
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor