Bio
Adrienne Conrad supports the business in providing the best experience for our clients, scheduling appointments, managing calendars and keeping our team organized. Her strong attention to detail and consistent eagerness to help others make her a valued part of the team.
As a mother of four boys, Adrienne has become an expert on multi-tasking and prioritizing schedules and calendars, from managing club sports teams to running school fundraising events.
Adrienne is a UCLA graduate with a diverse background in marketing and project management. In her previous position as the in-house marketing manager for a top-tier mechanical construction company, she thrived under fast paced and time sensitive conditions.
She lives in Moraga with her husband Mike, and their sons. In her free time, she enjoys reading, baking, and watching her boys play sports.
Journey Strategic Wealth
Ryan Simpson
Investment Operations Manager
New York & New Jersey
Karen Samuels
Investment Operations Manager
Journey Strategic Wealth
Amanda Pasquale
Investment Operations Manager
Journey Strategic Wealth
Jason Sangekar CFA®
Managing Director, Capital Markets
Journey Strategic Wealth
Erin Moeller
Chief of Staff
Journey Strategic Wealth
Charles Britton
Strategic Partner & Advisor
Journey Strategic Wealth
Penny Phillips
President, Partner
New York & New Jersey
Brian Flynn
Financial Advisor, Partner
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