Throughout her career in financial services, Vanessa has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in account maintenance and oversees the Client Services team.
Before joining our team in March 2021, Vanessa worked for Ameriprise Financial. Vanessa started her career in the financial industry in 2013 as a client data entry clerk.
Originally from San Antonio, Texas, Vanessa still lives there with her husband, Antonio, and children, Janessa and Roman. In her free time, Vanessa enjoys helping her husband coach their son’s baseball team by assisting as the team mom. They like going on family go-kart adventures in their neighborhood park and hosting family dinners.