Mallory is passionate about helping clients define what a meaningful life looks like and building a financial plan to support it. She understands that wealth holds a different purpose for every individual and family, and she partners closely with clients to create personalized strategies rooted in communication, education, and thoughtful risk management.

Before entering financial services, Mallory worked as an outdoor education and adventure guide, an experience that shaped her perspective on balancing opportunity and risk. Today, she helps clients make confident financial decisions by aligning appropriate risk with long-term goals and life priorities.

After graduating from the University of California, Berkeley, Mallory earned her CERTIFIED FINANCIAL PLANNER® designation, reflecting her commitment to delivering the highest standard of planning through rigorous training, technical expertise, and ethical practice. As an independent advisor backed by World Investment Advisors, she combines the flexibility of a boutique approach with the strength and resources of a national firm, serving a select group of clients across the country.