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 at Corvus Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked in the hospitality sector at The Cliffs Hotel and Spa and Skyview Hotel LLC. Outside of financial advising, he provides pet care services through the app Rover. Corvus Wealth Advisors serves individual clients, trusts, estates, nonprofits, corporations, and retirement plan sponsors, offering financial planning, investment management, retirement consulting, tactical cash management, and 1031 exchange services.

Alison Shannon is a CFP® with 10 years of experience in financial advising. She has worked at Corvus Wealth Advisors LLC since 2021 and previously spent seven years at Garcia Wealth Management Group, Inc. She serves on the Board of Directors for the Paso Robles & Templeton Chamber of Commerce, where she helps oversee policy development and strategic planning. Corvus Wealth Advisors is an SEC-registered firm managing over $1 billion for individuals, trusts, nonprofits, corporations, and retirement plans. The firm uses a blend of active and passive investments, tactical cash management, and 1031 exchange consulting to provide customized financial solutions.

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 10 years of industry experience. She has worked at Corvus Wealth Advisors LLC since 2021 and previously at Compass Financial Planning, LLC from 2016 to 2021. Corvus Wealth Advisors is an SEC-registered firm serving individual clients, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm offers customized financial planning and investment management using a mix of active and passive strategies, tactical cash management, and 1031 exchange consulting.

Anthony Leonti is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Corvus Wealth Advisors LLC, where he has worked since 2024, following four years at UBS Financial Services. Corvus Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, nonprofit organizations, corporations, and retirement plan sponsors. The firm provides customized investment management, financial planning, retirement plan consulting, tactical cash management, and 1031 exchange services using a combination of active and passive strategies and third-party managers.

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.