Rob Garcia, CFP^®

CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR

Rob Garcia is a CERTIFIED FINANCIAL PLANNER™ who is passionate about helping clients gain clarity and confidence in their financial lives. With over two decades of experience, Rob is known for building long-term relationships rooted in trust, empathy, and personalized guidance. He believes that financial planning is more than numbers—it’s about giving clients the peace of mind to focus on what truly matters in life.

Rob earned his degree in Business Administration with a concentration in Financial Management from Cal Poly, San Luis Obispo. He is deeply committed to serving his community and currently serves on the Cuesta College Foundation Board and its Finance Committee, as well as the Finance Committee for Community Action Partnership of San Luis Obispo (CAPSLO), and the Board and Finance Committee for the Community Foundation of San Luis Obispo County. A proud US Army veteran, Rob has been a member of American Legion Post 66 for over 30 years.

Rob lives in Templeton with his wife, Deb, and their two sons, Brandon and Jakeb. The Garcia family enjoys spending time on the tennis court, hitting the ski slopes, camping and fishing, and exploring the outdoors with their two dogs—Jack (M) and Charlee (F). Whether guiding clients through complex financial decisions or giving back to his community, Rob leads with care, integrity, and a strong sense of purpose.

Carolyn Herzog, CFP^®, CFA

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, where 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 Cal Poly Partners' Investment Advisory Committee and the Cal Poly Finance Advisory Board. Carolyn is also the chair of the French Hospital Foundation Board and on the Downtown SLO Association’s Finance Committee.

Carolyn lives in San Luis Obispo with her daughter, Cora. She loves hiking, paddle boarding, reading, running, and peering into tide pools with Cora.

Giselle Crout

CHIEF OPERATING OFFICER

With over 25 years of experience in business management, Giselle serves as the Chief Operating Officer at Corvus Wealth Advisors. In this role, she is responsible for orchestrating the firm’s business systems, overseeing personnel management, and ensuring an exceptional client experience. Giselle takes pride in collaborating closely with every member of the team, leveraging her talent for organizational strategy to maximize efficiency and deliver a consistently high standard of service.

Giselle graduated cum laude from California Polytechnic State University, San Luis Obispo, in 2000 with a Bachelor of Arts in English. Prior to joining Corvus, she built deep expertise in business operations at an international education company, where she specialized in customizing systems to exceed client expectations and improve organizational performance. She is also a dedicated advocate for empowering women and girls, proudly serving on the Women’s Legacy Fund committee, reflecting her passion for supporting local initiatives and fostering community resilience.  

Rooted in the Central Coast community, Giselle lives in Templeton with her husband, Paul, their two children, Ben and Anna, two energetic golden retrievers, and too many cats. Beyond the office, she enjoys cooking and baking, lots of reading, spending time with family and friends, and newly practicing yoga for both mental and physical well-being.

Ali Shannon, CFP®

ASSOCIATE ADVISOR

Ali, a CERTIFIED FINANCIAL PLANNER™ practitioner, holds North American Securities Administrators Association (NASAA) Series 65 certification. Ali enjoys working closely with our clients, getting to know their aspirations, and helping them achieve those goals through our engaging financial planning process.

Ali graduated from the 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 applications for many different industries and across all facets of life, including her career here. While you may not think of Psychology when you first think of Finance, Ali enjoys the unique perspective it provides into how one's thoughts can influence one's behaviors and ultimately being able to relate to our clients.

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. Ali enjoys spending quality time with her husband, James, and their energetic golden retriever, Kinley, family, and friends, and soaking in all that the Central Coast has to offer.

Spencer Rhode, CFP^®

FINANCIAL PLANNING ASSOCIATE

Spencer serves as a Financial Planning Associate with Corvus Wealth Advisors and holds North American Securities Administrators Association (NASAA) Series 65 certification and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Spencer enjoys providing warm and friendly service to our clients as he loves getting to know new people.

Spencer graduated Magna Cum Laude from Cal Poly, San Luis Obispo in 2021, with a Bachelor of Science in Economics – Financial Management.  During his time as an Economics and Finance student, Spencer realized the complexity and difficulty in navigating the world of finance which made him decide to dedicate his career to helping people navigate that complexity.  While new to the finance industry, Spencer gained a wide range of experience in roles such as a Taco Bell Charity Ambassador, Cal Poly Student Fundraising Associate, and Research/Teacher’s Assistant.  

Aligning with his extremely active personality, Spencer enjoys anything and everything that the Central Coast has to offer. Some of his favorite pastimes currently include fishing, running, mountain biking, camping, and driving up the Pacific Coast Highway. As a Southern California native, he is excited that he still has plenty to explore in the coming years.

Beth Telford

FINANCIAL PLANNING ASSOCIATE

Beth Telford began her career in the financial industry in early 2020. She is a Financial Planning Associate with Corvus Wealth and holds her Series 66 and Series 7 Licenses, and is currently studying to become a CFP® professional. Beth is deeply committed to growing her expertise in wealth management and takes pride in building meaningful client relationships—something that becomes evident the moment you meet her. She is dedicated to upholding the high standards of Corvus while helping clients define and achieve their financial goals.

Beth earned her MBA in Organizational Leadership from Ashford University and holds a BA in Humanities and Communications from CSU Monterey Bay. Her professional background spans the local wine industry, nonprofit organizations, and organizational development, giving her a well-rounded perspective and a deep appreciation for community-driven work.

A proud North San Luis Obispo County local for over 35 years, Beth enjoys life with her wonderful family in the community she loves. In her free time, she enjoys hanging out with friends and family, camping, movie nights, playing volleyball and lazy Sundays. She is proud to have spent more than 20 years coaching volleyball and mentoring youth in our community.

Travis Domingues

FINANCIAL PLANNING ASSOCIATE

Travis Domingues brings over a decade of experience in the hospitality industry to his role as Financial Planning Associate at Corvus Wealth Advisors. With a passion for service and a natural affinity for numbers, Travis sees financial planning as a meaningful way to help clients prepare for and celebrate life’s most important milestones.

A graduate of Cal Poly, San Luis Obispo with a degree in Recreation, Parks, and Tourism Administration, Travis spent his early career coordinating events and managing guest experiences—from weddings to anniversaries and everything in between. Through that work, he discovered his love for building personal connections and supporting others through thoughtful planning. His transition to wealth management was driven by a desire to help clients navigate their financial journeys with the same care and attention to detail that defined his hospitality career.

Travis grew up in Orcutt and has called the Central Coast home his entire life. He and his wife, Grace, live in Arroyo Grande with their two dogs, Remi and Otis—along with the occasional foster pup or pet-sitting guest. Outside the office, you’ll often find Travis on the pickleball courts, enjoying a round of golf, or perfecting his smoked meat recipes from the latest Costco haul.

Kate Mahoney

INVESTMENT ANALYST

Kate joined Corvus Wealth Advisors with a passion for blending data analytics and economic theory to drive meaningful impact. Kate earned a Bachelor’s degree in Economics with a minor in Sustainability from San Diego State University.  A San Luis Obispo native, she continued her education at Cal Poly, earning a Master’s in Quantitative Economics and developing a strong foundation in empirical problem-solving. At Corvus, Kate applies her expertise to investment research, supporting clients in achieving their financial goals. 

Before pursuing graduate studies, Kate served as an AmeriCorps volunteer, working with local nonprofits to promote sustainability and environmental stewardship on the Central Coast. During her graduate studies, Kate worked as a consultant for the World Bank, using machine learning to analyze gender disparities in public transportation. Their findings helped inform policies to improve women’s safety in India, a project that showcased the real-world impact of their skills.

Outside the office, Kate enjoys staying active by hiking, surfing, camping, and playing beach volleyball—a sport she played competitively during college. Kate is honored to grow her career at Corvus while giving back to the community she is happy to call home.

Darla Hansen

CHIEF ADMINISTRATIVE OFFICER

Among her many duties as Chief Administrative Officer at Corvus Wealth Advisors, Darla 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 our clients. 

Darla attended the 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 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.

Arianna Brush

Client Service Associate

Arianna, our Client Service Associate, is often one of the first friendly and welcoming voices you’ll hear when calling Corvus Wealth Advisors, and her smile is the first you will see when you visit our San Luis Obispo office. She brings extensive experience in administrative support and human resources across a variety of sectors, including leisure, maintenance, and faith-based organizations. Arianna is committed to providing each client with attentive, personalized, and professional service.

Originally from Southern California, Arianna relocated to the Central Coast over a decade ago with her family, drawn by the area’s relaxed pace and stunning natural beauty. With a heart for helping those in need, she has been involved in the community in a variety of ways. She has worked with youth as a swim coach in Morro Bay and as a Den Leader for Cub Scout Pack 214. During the COVID-19 pandemic, she helped organize and run a local food pantry to support families facing hardship.

Arianna resides on the Central Coast with her beloved husband, Matthew, and their beautiful Lynx Point Siamese cat, Odysseus, affectionately known as Odie B. She is a proud mother of two grown sons (Isaac & Gavin), a lovely daughter-in-law (Elaina), and a beautiful granddaughter (Evangeline), all of whom currently live in the area. When she is not working, Arianna can often be found with her nose in a book or baking delicious confections in the kitchen. She and Matthew enjoy hiking and outdoor adventures, especially exploring new spots along the California coastline. Arianna is also passionate about traveling the world, discovering new places, and experiencing different cultures. One of her favorite quotes is “I haven’t been everywhere, but it’s on my list.” – Susan Sontag

Stephanie Kemp, CIMA^®

DIRECTOR OF RETIREMENT PLAN SERVICES

Stephanie, is the Director of Retirement Plan Service for Corvus Wealth Advisors and acts as the lead advisor guiding many corporate retirement, government agencies and non-profits.  Stephanie holds Investment & Wealth Institute, Certified Investment Management Analyst, CIMA® and FINRA Series 65 certification. 

Stephanie graduated from Boise State University with a Bachelor of Science in both Political Science and Finance.  For over 13 years, Stephanie has served many Central Coast companies and beyond, helping Plan Sponsors create successful retirement plans and support their employees prepare for a meaningful retirement.  Stephanie has many community interests, including her involvement with the Templeton Chamber of Commerce board. She has a passion for educating, and has supported 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 and her dog Izzy and three rescued cats.

Anthony Leonti

RETIREMENT PLAN ADVISOR

Anthony serves as a Retirement Plan Advisor at Corvus Wealth Advisors. He began his career in retirement plan consulting with a mission: to ensure everyone is well-equipped with the tools necessary for a successful financial future. With his Certified Financial Planner (CFP®) designation, Anthony is well-prepared to address the intricate needs of Corvus’ retirement plan clients.

As a Retirement Plan Advisor, Anthony specializes in participant plan enrollment and education, plan sponsors fiduciary reviews, retirement plan design, and comprehensive retirement plan consulting. His expertise extends to a variety of plans, including 401(k)s, 403(b)s, 457(b)s, Profit-Sharing & Cash Balance Plans, as well as Non-Qualified Deferred Compensation plans. After graduating from Georgia State University, Anthony spent several years working for a multinational financial services company before coming to work at Corvus Wealth Advisors.  Anthony's consulting philosophy is to demystify the complexities of retirement plans, delivering clear and straightforward guidance. He firmly believes that the best retirement plans are the ones that participants understand and can utilize effectively.  

Outside of his professional endeavors, Anthony enjoys exploring the scenic Central Coast with his wife, Grace,  and young son, Manny, where they are always on the lookout for their next adventure. Anthony also enjoys being actively involved in his community through his church. Anthony is passionate about seeking opportunities to give back to each of the communities he cherishes and is seeking out other opportunities in the community, including connecting with the SLO Chamber of Commerce.

Emily Hockett

ADMINISTRATIVE ASSISTANT

Emily, our Administrative Assistant, holds NAPA’s Introduction to Retirement, IRP, designation. Emily enjoys expanding and deepening her knowledge of different retirement plans. She strives to provide outstanding support to our retirement partners and plan participants, as well as the Retirement team at Corvus Wealth Advisors. Although Emily has worked in administrative roles across many different industries, this is her first time working in Finance.

A native of Orange County, California, Emily graduated Cum Laude from San Francisco State University with a Bachelor of Arts in International Relations and two Minors in French and Spanish. During her studies, Emily’s proficiency in French offered her the opportunity to study abroad in Paris, France for one academic year. She was also inducted into the Phi Sigma Iota International Foreign Language Honor Society in recognition of her foreign language abilities.

Emily moved to the Central Coast two years ago to live with her amazing husband, Jordan. She enjoys the beautiful scenery and strong sense of community throughout the Central Coast’s many small towns. In her free time, she can be found traveling, antiquing with Jordan, singing, playing piano, reading, gardening, and hanging out with her eighteen-year-old cat, Bella.