Katie Reynosa, CCEP

Client Experience Director

Katie Reynosa brings over 15 years of professional client service experience to Pacific Capital’s clients. Having worked for two Fortune 500 companies, she understands how accountability and teamwork are required for a world class experience. She is a Certified Customer Experience Professional. Katie’s passion lies in helping clients have that “wow” moment that they’re never expecting. Katie was raised in St. Louis, Missouri and now lives in Redlands, California. She and her husband have two daughters.

Education/Certifications:
● Bachelor’s Degree in Finance – California State University of San Bernardino
● Certified Customer Experience Professional
● CA Notary Public
● Series 66 Securities

Awards:
● “Elite Wealth Management Team” at Merrill Lynch

We work to help you enjoy life by removing your stress about money.
- Chad Willardson, AWMA®, CRPC®
  President, Founder
- Cori Beth Parks, WMS, CCSP
  Client Service Director
- Josh Coniglio, CFP®
  Director of Financial Planning
- Darin Tuttle, AIF ®
  Director of Investment Strategy
- Katie Reynosa, CCEP
  Client Experience Director
- Rikki Ridgeway
  Client Service Specialist
- Peter Manning
  Retirement Plan Consultant
- Brian Manderscheid
  Director of Insurance Planning
- Trevor Twitchell, CRPC®
  Private Wealth Advisor
- Donna Wright
  Client Advisor
- Ammon Tuimaualuga
  Client Advisor
- Kevin Crawford
  Client Advisor
- Josh Giles
  Client Advisor
- Jesse Huerta
  Client Advisor
- David Tietjen
  Client Advisor