Chief Executive Officer and Wealth Advisor
Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary 360, receiving formal training in investment fiduciary responsibility. He also obtained a Certificate in Financial Planning from Boston University and holds FINRA Series 65 certification.
Rob graduated cum laude from Cal Poly, San Luis Obispo in 1997 with a degree in Business Administration concentrating in Financial Management. Rob believes in giving back to the community. He currently serves on the Cuesta College Foundation Board as well as their Finance Committee, the French Hospital Medical Center Foundation Finance Committee, and on the Board of Directors for Community Action Partnership of San Luis Obispo, CAPSLO. As a veteran, he has been a member of the American Legion Post 66 for over 20 years.
Rob lives in Templeton, with his beautiful wife, Deb, his two sons, Brandon and Jakeb, and their golden-doodle, Jack. The Garcia family is often found on the tennis court, as all four enjoy the game, or headed out for a camping trip.
Chief Investment Officer and Wealth Advisor
Carolyn Herzog is a Chartered Financial Analyst® charterholder, as well as a CERTIFIED FINANCIAL PLANNER® practitioner. Carolyn earned a BA in Philosophy and Economics from Tufts University and an MBA from the Haas School of Business at UC Berkeley.
Prior to becoming a financial advisor in 2016, Carolyn worked for over 15 years in the Financial Services industry. Most recently, Carolyn was Vice President within the Investment Group at Capital Group Companies. In this role she managed approximately $1 billion in assets.
Carolyn feels fortunate to be a part of the wonderful San Luis Obispo community. She has taught courses as an Adjunct Professor at the Orfalea College of Business at Cal Poly and is also a member of the SLO community Foundation’s Investment Committee, as well as the Downtown SLO Economic Activities Committee.
Carolyn lives in the San Luis Obispo with her daughter, Cora. She loves hiking, paddle boarding, reading, running, and peering into tide pools with Cora.
Ali is a Financial Paraplanner Qualified Professional™ and holds FINRA Series 65 certification. Ali enjoys working closely with our clients and assisting them through our unique financial planning process. She currently supports our clients with financial planning and wealth management.
Ali graduated from University of California, Los Angeles (UCLA), with a Bachelor of Arts in Psychology. As a student of Psychology, Ali quickly learned that it had broad application for many different industries and across all facets of life. In her role with financial planning, Ali enjoys learning about what motivates our clients, and applying that to support their ultimate financial goals.
Ali grew up here on the Central Coast and decided to return after going away for college for the much missed small-town feel. Forever a Bruin fan, Ali represents the UCLA spirit in our office. Having been to quite a few destinations already, Ali is passionate about traveling to new places to experience different cultures. She also enjoys spending time with family and friends, reading, running, and soaking in all that the Central Coast has to offer.
CHIEF ADMINISTRATIVE OFFICER
Darla is our Chief Administrative Officer here at Corvus Wealth Advisors. Among her many duties, she manages the firm’s custodial relationships and plays a key role in operations, compliance, and technology. With over two decades in customer service, Darla is highly proficient and prides herself on providing exceptional and friendly service to all of our clients.
Darla attended University of California, Riverside and majored in Criminal Justice. Upon exiting college, she started her career working for Huntington Beach Police Department as a Police Analyst. After 7 years of public service, Darla relocated to the Central Coast to start a new journey with her husband and young family, and she began her journey into the world of finance.
Today, Darla and her husband Ron live in Templeton and have three daughters, Amber, Tiffany and Alysa. Darla and Ron enjoy the beauty of the great outdoors, spending time with family and friends and especially being grandparents to their three grandsons, Dylan, Klay, and Hunter.
RETIREMENT PLAN ADVISOR
Stephanie is our retirement plan specialist providing superior service to our retirement plan sponsors and participants. Stephanie holds NAPA’s Certified Plan Fiduciary Advisor, CPFA, designation and FINRA series 65 certification.
Stephanie graduated from Boise State University with a Bachelor of Science in both Political Science and Finance. After graduation, Stephanie had the pleasure to live in Brisbane, Australia for 5 years and has a unique perspective on international finance from working in the Australian Financial sector. Stephanie has many community interests, including her involvement with the Templeton Chamber of Commerce as the Vice President. She has a passion for educating and supports the United Way, teaching the Money Talks for Teens, a financial literacy program at local high schools.
Stephanie has competed in the grueling Tough Mudder races to raise money for the Wounded Warrior project, a charity she is passionate about. In addition to appreciating her community, she enjoys watching football, volunteering, and traveling. Stephanie lives in Templeton with her husband, Clayton, her dogs, Ari & Traveler, as well as her cat, Audi.
RETIREMENT PLAN ASSOCIATE
Chris is our Retirement Plan Associate and holds NAPA’s Certified Plan Fiduciary Advisor, CPFA, designation and FINRA Series 65 certification.
Chris graduated from California State University, Sacramento (CSUS), with a Bachelor of Arts in Economics. During his time in college, Chris developed a particular interest in the relationships between economic theory and personal finance. He believes the strength of our economy resides in small business and is excited to apply his education in supporting our clients’ well-being.
Chris enjoys hiking and, as a non-native, exploring all that the Central Coast has to offer. His two passions outside of work are golf and aviation. Chris enjoys volunteering and teaching others to love the great game of golf. As a licensed pilot, Chris spends most weekends cruising the California skies with friends and family.
DIRECTOR OF OPERATIONS
Giselle is the Director of Operations. With over 20 years in business management, Giselle focuses on business system organization, personnel management, and exceptional client experience. Giselle enjoys getting to work closely with all members of our team and organizing business systems to maximize service and efficiency.
Giselle graduated cum laude from Cal Poly, San Luis Obispo, in 2000 with a Bachelor of Arts in English. She spent many years working in business operations for an international education company, specializing in customizing operations to exceed client expectations.
Giselle is a local on the Central Coast and lives in Templeton with her husband, Paul, two children, Ben and Anna, and two very energetic golden retrievers, Posey and Patton. Giselle loves to cook and have friends and family around her table, as well as write about her baking journey, among other topics. She also loves to read, spend time with her family, and has recently begun to explore photography.
Katie is our longest serving team member and is our Administrative Assistant. Having spent years within the Finance Industry, she has been instrumental in setting the standard for the kind of personalized service our clients expect.
Katie’s previous experience involved a supervisory financial position with a large corporation, as well as several years’ experience in the challenging and complex field of insurance. As someone who thrives off interaction with others, she believes in always exceeding people’s expectations.
Katie loves to read, walk, and spend time in her garden. She also loves spending time with her two grandchildren, Katherine and Bradley. Katie has a particular fondness for animals and is often known to give our office dog, Jack, a treat...or five. She currently resides in Paso Robles with her cat, Finn.