We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
The innovative, open and vibrant culture of SF has always been a part of my life. I recently graduated from San Francisco State University with a major in liberal studies and an emphasis in children’s education. It was always my plan to become a teacher in the city that I love so much. I ended up in an after-school teaching position for 7 years through my local YMCA and the kids nearly wore me out! My last year of undergrad encouraged me to think about my skills and passions outside the classroom. With a knack for math, organization and planning I have found myself in an ideal role working with the incredibly talented ladies at The Humphreys Group to empower our clients to meet their goals.
I joined The Humphreys Group in 2018 as an Operations Associate.
The Life-Changing Magic of Tidying Up by Marie Condo
Trying new restaurants in the Bay Area, hiking, baking, wine tasting.
Katie has just been elected by her peers as our class vice principal, and a captain on our school’s kickball team. Katie has many friends in class which can get her distracted from her work at times. Her best subject is math, not so much science.
If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?
Learn to invest like a woman.
Get your free copy of the book today!
The Humphreys Group is a tradename of Garrison Point Advisors, LLC. Accordingly, The Humphreys Group investment professionals provide services as investment advisor representatives of Garrison Point Advisors, LLC, doing business as “Treehouse Wealth Advisors” (“TWA”), an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Investment advisory services are offered through Garrison Point Advisors, LLC, a Registered Investment Advisor. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.
