Corvus Wealth Advisors LLC

Katelin Mahoney is a financial advisor at Corvus Wealth Advisors LLC in San Luis Obispo, CA. She holds a Series 65 designation and has been with Corvus since 2024. Prior to joining the firm, she completed a graduate program and served with Cal Poly AmeriCorps. Corvus Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of actively and passively managed funds, tactical allocations, and option strategies, and offers specialized services such as 1031 exchange consulting and Tactical Cash Management.

Travis Domingues is a financial advisor with Corvus Wealth Advisors LLC in San Luis Obispo, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Corvus, he worked in the hospitality sector, including roles at The Cliffs Hotel and Spa and Skyview Hotel LLC. Outside of advising, he provides pet care services through the app Rover. Corvus Wealth Advisors LLC offers investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a customized investment approach that includes active and passive funds, tactical allocations, and option strategies, along with portfolio management and specialized services such as 1031 exchange consulting and Tactical Cash Management.

Alison Shannon is a CFP® with nine years of industry experience, currently serving at Corvus Wealth Advisors LLC since 2021. She previously worked at Garcia Wealth Management Group, Inc. for seven years. Alison is a member of the Board of Directors for the Paso Robles & Templeton Chamber of Commerce, where she helps establish and oversee annual goals and policy development. Corvus Wealth Advisors LLC is a mid-sized advisory team managing approximately $870 million for individuals, trusts, non-profits, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a mix of active and passive funds, tactical allocations, and sub-advisors to build customized portfolios.

Robert Garcia is a CFP® with 28 years of industry experience, currently serving as an advisor at Corvus Wealth Advisors LLC since 2021. His prior roles include positions at Evolve Retirement Plan Solutions, Garcia Wealth Management Group, and LPL Financial. Garcia serves on the boards of the Cuesta College Foundation and the Community Foundation of San Luis Obispo County. Corvus Wealth Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of active and passive investment strategies, tactical allocations, and option strategies, and offers specialized services such as 1031 exchange consulting and Tactical Cash Management.

Carolyn Herzog is a CFP® and CFA® with nine years of experience in financial advising. She has worked at Corvus Wealth Advisors LLC since 2021 and previously spent five years at Compass Financial Planning, LLC. Herzog also has experience at California Polytechnic State University. Corvus Wealth Advisors LLC is a mid-sized advisory team managing approximately $870 million across about 325 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, nonprofits, and corporations, using customized asset allocations that combine active and passive funds, tactical strategies, and third-party managers.

Anthony Leonti is a CFP® with five years of industry experience, currently serving as a financial advisor at Corvus Wealth Advisors LLC since 2024. His prior experience includes four years at UBS Financial Services Inc. and earlier roles in various educational and service positions. Corvus Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of active and passive investment strategies, tactical allocations, and option strategies, managing approximately $870 million across 325 client relationships.

Stephanie Kemp is a financial advisor with Corvus Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Garcia Wealth Management Group for eight years before joining Corvus in 2021. Ms. Kemp volunteers with United Way to teach financial literacy to high school seniors and serves as a mentor with the American Retirement Association’s Thrive Mentor Program. Corvus Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a combination of actively and passively managed funds, tactical allocations, option strategies, and uses both long- and short-term trading, managing approximately $870.6 million across about 325 client relationships.

Brynne Speizer is a CFP® professional at Corvus Wealth Advisors LLC with five years of industry experience. She previously worked at EP Wealth Advisors, LLC and Wacker Wealth Partners. Before entering financial advising, she spent two years with City Year. Corvus Wealth Advisors LLC offers investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm uses a combination of actively and passively managed funds, tactical allocations, and option strategies, and provides specialized services such as 1031 exchange consulting and Tactical Cash Management.

Spencer Rhode is a financial advisor at Corvus Wealth Advisors LLC in San Luis Obispo, CA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at California Polytechnic State University and Magnuson Superchargers. Corvus Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a combination of actively and passively managed funds, tactical allocations, option strategies, and sub-advisors to build custom target asset allocations.