Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Team

TANIA PATRUCCO REYES

TANIA PATRUCCO REYES

Client Service Manager

Roles & Responsibilities

  • 1. Client service and new business processing. 2. Marketing
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