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.
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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 -
Amy Hernandez, CCEP
Client Service Director 
Peter Manning
Retirement Plan Consultant-
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 -
Noah Schmidt
Client Advisor
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