Amiee L. Burns-Grzybowski, Vice President of Client Services, is a graduate of Florida Atlantic University (B.S. Accounting). Ms. Burns-Gryzbowski has over ten years of experience in the accounting and financial services industry.
Prior to joining CSI, Mrs. Burns-Grzybowski was the manager of Premier Management Consultants.
CSI Company Profile
We are one of Northern California's premier family office of wealth managers.
The CSI Team
Our investment, legal, and tax professionals have the experience and expertise to sucessfully serve the wealth management needs of our clients.
This year, Barron's once again ranked CSI among the country's top
independent financial advisers.