Our Team

I am a Wealth Consultant and Owner at Daikovich Wealth Management, and I have been privileged to work in the financial services industry for over 20 years. My journey began with a Bachelor’s degree in Business Administration-Marketing Management from California State University of Polytechnic, Pomona. Over the years, I have obtained the Series 7, 65, and 63 licenses, held with LPL Financial, as well as my life insurance license, which have been instrumental in my professional development.

My career started at Washington Mutual as a financial consultant. Following Washington Mutual's acquisition by Chase Investments, I continued my role as a successful financial consultant. After a decade in the banking sector, I made the decision to start my own firm with LPL Financial. This move allowed me to become an independent financial consultant, enabling me to focus on my clients' individual needs and provide personalized guidance and service to individuals and their families.

At Daikovich Wealth Management, I strive to create a one-of-a-kind personal experience for each of my clients. I understand that every person is unique, and their investment plan should reflect that uniqueness. The success I have achieved is largely due to the long-term relationships I have built with my clients, which foster open and honest communication about their financial affairs. I take great joy in helping clients who rely on me for financial education, and I believe that the greatest value I can provide is consistency. I am honest and reliable, and I treat my clients like family.

My family's journey began in the former Yugoslavia, and we grew up in Arcadia, CA. Today, I live in Lake Forest, CA, where I continue to build my career and contribute to my community. My background and experiences have shaped who I am today, and they drive my commitment to providing exceptional service to my clients.

I am an Administrative Assistant at Daikovich Wealth Management, where I've had the pleasure of working in the financial services industry for over seven years. Before this role, I gained valuable experience at Bank of the West. My academic journey took me to Fullerton College, where I earned an Associate of Science degree and became a Notary Public.

One of the aspects I find most fulfilling about my job is the opportunity to interact with clients when they visit. I am motivated by these conversations, as they allow me to connect with people and hear about what's happening in their lives. I believe that the greatest values I can provide to my clients are being friendly and helpful, ensuring they feel welcome and supported.

I currently live in my hometown of Buena Park, California, where I grew up. It's a special place for me, as my children – Kayley, Logan, Trinity, and Cash – attend the same schools I did. My family is my everything, and my husband, Michael, and I are deeply committed to providing a nurturing environment for our kids. Outside of work, I am actively involved in my community. I volunteer as a Girl Scout leader, at my kids' schools, and serve as a team mom for their sports activities. In my free time, I love watching movies, especially comedies, and enjoy bowling. Most importantly, I cherish watching my kids pursue their passions and do what they love.

Hello there! My name is Dashy, and I proudly hold the title of "Director of Client Relations" in my household. My primary responsibility? Greeting every guest with a wagging tail and a heart full of love! I've even been awarded the prestigious "MVP" (Most Valuable Puppy) award for my dedication to spreading joy and cheer. 

When I'm not busy welcoming visitors, you can find me snuggled up in my favorite spot, soaking up all the cuddles I can get. Treats are my ultimate weakness, and I never miss an opportunity to savor a delicious snack. Life is all about spreading happiness, sharing love, and, of course, indulging in a treat or two.