We're by Your Side
We are an experienced and driven team that’s deeply caring and compassionate. We’re in continuous motion—pushing for better corporate accountability, reporting measures, and education around what you’re investing in. Our advisors are mindful of personal and environmental resources both now and for the future.
Vanessa Jilot, CFP®, CRPC®
My family has always been active in our community, taking part in environmental activism and disaster preparation, as well as improving tribal members’ living and social conditions. My Chippewa family has been a major inspiration to my work. I’m energized by watching how active they are in tribal leadership, from education services to tribal law enforcement.
I graduated cum laude from Humboldt State University, School of Business. I was a founding member of the Student Managed Investment Fund designed to offer business students hands-on investment management experience. Profits went to scholarships for low-income students. My studies focused on socially conscious investments and financial planning techniques. I designed algorithms to run intrinsic value calculations on stocks that met our socially conscious screens.
I began my career calculating intrinsic values to existing positions and designing hedging strategies using derivatives. As I continued my deep dive into finance, I found the piece that was missing was a true understanding of financial planning and how it relates to my clients’ risk/reward profile. In my opinion, managing money for the profit of clients with no true catalyst as to what that profit supports is an inherent problem in the financial industry.
As I completed my CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor® designation, I have been able to tailor my services toward those who value holistic financial planning. I bring all aspects of my clients’ financial futures together under one umbrella. My focus is to see my clients through their life paths, ensuring that they have a safe and sound plan each step of the way.
As I now have a beautiful son, the need to make a difference in the world and to show him what one woman is capable of is stronger than ever.
I have been named a Five Star Wealth Advisor* for 2016–2019 and won Community Development awards during my college years.
Maureen Maguire, CFP®, AIF®
I entered the financial planning profession with a desire to help people understand the importance of planning for the future. My clients are interested in achieving financial security by working hard and saving for the future. I’ve been privileged to work with many of them for 20 to 30 years. Watching them achieve their financial goals is unquestionably the aspect of my career that brings me the most joy.
Prior to my career in financial planning, I worked in the nonprofit sector and teaching. My desire to be of service is a guiding principle. The intersection of capitalism, environmentalism, and social justice cannot be denied. In the 1990s, we did not have the research available to support the argument that in the long run, companies that do the right thing by their employees and their communities tend to be more profitable. At the time, I had to give clients a choice: Did they want to screen their portfolios in line with their values given that they may give up some profitability to do so? Fortunately, clients no longer have to make this choice. It has now been shown that profitability and good citizenship can go hand in hand.
I am privileged to have a career that allows me to work with clients in a way that favorably impacts them as well as the future of their children, grandchildren, and community at large.
I enjoy hiking, dancing, reading, and, most of all, time with my family. I am fortunate to be able to spend time with my daughter, who lives in New York. In addition, I have recently married a wonderful man with seven lovely grandchildren. We love spending time cooking and traveling together with my daughter and his family combined. Also, volunteering in the community has always been important to me.
I joined Terra Blue Wealth Management because I want to be part of a team that advocates for a better world. I am new to finance but could not be more thrilled to have joined my sister Vanessa, Maureen, and Candi on this venture to make a true difference.
I graduated from Texas State University with a bachelor's degree in international business. What fascinated me the most in my business studies was the interaction between commerce and society. While studying in Spain, I tracked how several Spanish businesses treated their employees, the environment, and their communities. What I found was the companies that cultivated an enriched vocational terrain, engaged in more environmentally friendly manufacturing processes, and gave back to their communities generally showed higher profit margins and more sustainable business models. I am excited to learn more about investment opportunities in companies like the ones I studied.
I am quickly learning just how powerful financial planning is. I believe the difference that Terra Blue Wealth Management strives to make for its communities is outstanding. The stories each client has to tell and the financial pathways that were created are heartwarming. I also deeply appreciate Maureen's and Vanessa's commitment to engaging with our communities outside the office.
Practice Management Consultant
I am a practice management and business development consultant for our firm. I bring more than 20 years of experience in the financial planning and wealth management arena. Having co-built two successful firms in my career, I came to realize that my passion lies in building a holistic, client-centric "perfect practice." One with service at its core and guiding advisors along the path to realizing their visions and goals. So began my journey in consulting for firms like Terra Blue Wealth Management. I hold FINRA Series 7, 24, 53, and 66 securities registrations.
In addition to my passion for building the perfect practice, I love to travel and explore the world and all its marvels. I also love learning, wisdom, and personal growth and spend much of my time as a student in those areas. I come from an Air Force family and I’m passionate about the U.S. Armed Forces. In my spare time I enjoy family, travel, reading, and raising the loves of my life, my shepherd/husky mix pups, Maverick James and Adeline Pearl, and husky pup, Aspen Blue.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,012 San Francisco wealth managers were considered for the award; 47 (2% of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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