Damian brings nearly 30 years of financial services experience to Custom Wealth. His civil engineering background informs his analytical thinking and personal approach to wealth management. He takes time to understand each client’s full financial picture and explain strategies before making recommendations. Outside the office, he enjoys time with his wife and children, golf, and pickleball.

Licenses: Series 7, 24, 63 & 66 | CA Insurance 0C00427

Jay brings 25 years of experience as an educator, mentor, coach, and entrepreneur to Custom Wealth. He supports client relations and business development, assisting with 401(k) plans, financial planning support, and asset-allocation reviews under Damian’s supervision. Outside the office, he enjoys time with his wife and son, surfing, running, and coaching soccer.

License(s): Series 7

Sara joined Custom Wealth in 2021 and supports clients and advisors through account processing, scheduling, client communications, and daily operations. A University of Portland graduate with a double major in Communications and English, she brings an organized, thoughtful approach to solving problems and keeping the practice running smoothly. Based in Seattle, Sara enjoys golf, live music, Broadway shows, and cheering on Seattle’s sports teams.

Isabella leads marketing and supports client relations and daily operations at Custom Wealth, with a focus on organizing and improving internal workflows. A Cum Laude marketing graduate of Santa Clara University, she is studying for the SIE exam to deepen her financial services knowledge. Outside the office, she enjoys spending time with friends and family, gardening, painting, and exploring the outdoors, with a longstanding interest in sustainability and community.

Barry brings decades of television and film production experience to Custom Wealth, where he coordinates events, builds industry relationships, and develops new media opportunities. A Columbia College Chicago graduate, his editing credits include Shark Tank, Survivor, and The Voice, for which he earned an Emmy Award. With a collaborative approach and a passion for storytelling, Barry helps the team connect with audiences through events and future video and podcast projects.

Elizabeth has supported Custom Wealth’s clients since 2014, building lasting relationships through attentive client service and event coordination. A Loyola Marymount University graduate with a BBA in Finance, she brings experience in practice management, staff training, and financial planning support from American Express Financial Advisors. Her focus is helping clients and their families feel appreciated and cared for. Outside the office, Elizabeth enjoys family time, traveling, pickleball, and dining out with her husband.