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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 2016–2020 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 have been named a Five Star Wealth Advisor* for 2020.
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 Manager Consultant
As a practice management and business development consultant for our firm, I bring 22 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" with service at its core as well as 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 (Shepsky) babies, Maverick, Adeline, Bear, Denali, and Ember.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,026 San Francisco area wealth managers were considered for the award; 40 (2% of candidates) were named 2020 Five Star Wealth Managers. 2019: 2,012 considered, 47 winners; 2018: 1,881 considered, 46 winners; 2017: 1,488 considered, 49 winners; 2016: 1,442 considered, 96 winners; 2015: 1,598 considered, 107 winners; 2014: 3,256 considered, 93 winners.
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