Rayna Porter

Rayna Porter serves as the Client Service Coordinator, supporting both the advisory team and clients with the organization, communication, and attention to detail that keep the firm running smoothly. With eight years of experience providing customer service in fast-paced environments, Rayna brings a calm, responsive, and solutions-oriented approach to every client interaction.

She is passionate about creating a positive client experience and strives to provide thoughtful, timely, and comprehensive communication. Whether assisting with day-to-day account needs, coordinating requests, or helping clients navigate the administrative side of their financial relationships, Rayna is eager to provide the highest level of service possible.

Rayna earned her Bachelor of Arts in Psychology from Sonoma State University, where she developed a strong interest in understanding people and effective communication—skills she brings to her work with clients and colleagues every day.

Outside of the office, Rayna enjoys taking long walks, getting lost in a good book, watching movies, and, of course, enjoying a good cup of tea.