Blair is a junior at the University of California, Santa Barbara, where she is majoring in Economics and Accounting. She brings both academic rigor and hands-on experience to her role, having interned in UCSB’s Department of Developmental Science and at a remote accounting firm. Her past work has included supporting financial reporting, bookkeeping, alumni development, and research-based data analysis.
Blair is especially interested in how thoughtful financial planning can empower individuals and families during life transitions. Outside of work, she enjoys playing tennis and spending time at the beach with friends.
We’re thrilled to have Blair on board and excited to support her continued growth in the fiduciary field.


