“If you are not taking care of your customer, your competitor will.” – Bob Hooey

Yvonne is a dynamic and dedicated Administrative Assistant II at Copley Financial Group, where she spearheads the company's Trust processing efforts.  With over 20 years of experience in the administrative field, Yvonne's dedication to providing exceptional customer service distinguishes her. She is passionate about proactively exceeding client needs and expectations, ensuring every interaction is a testament to her commitment.

Yvonne's career began at KPMG, one of the Big Four accounting firms, where she honed her skills in both the Audit department and KPMG's Risk Management Professional Practice. Her tenure at KPMG equipped her with a robust foundation in administrative excellence.

Originally from Boulder, Colorado, Yvonne relocated to San Diego in 1989, embracing the vibrant community and lifestyle. Outside of her professional life, she enjoys hiking, traveling, photography, and cherishing moments with her beloved animals.