Marla Mulligan is the Office Manager of the San Rafael office.

Marla is responsible for keeping everything in the office running smoothly. In addition to assisting with operational processes, she handles a wide variety of requests from everyone on the team and ensures advisors have everything they need to focus on their clients.

She has been with the firm since 2001 and has served in both Client Service and Executive Assistant roles. Her background is in customer service and training in the financial services industry, and she applies her experience in helping onboard new employees to the firm.

In her spare time, Marla enjoys water aerobics, going to the movies, and heading to the beach with a good book. Most importantly, she treasures time with her friends and family.

Previous Experience

  • Office Manager at Private Ocean Wealth Management

Education & Credentials

  • AA, Nations Business College, Legal Secretary