With over 3 decades in the financial and insurance industry, I am proud to serve as Director of Operations at Sanchez Wealth Management Group. In this role, I oversee crucial aspects of our firm’s operations, including assisting the CCO with the firm’s compliance duties, onboarding new clients, day-to-day operations, and team lead to all staff members.
Having successfully owned and operated my own businesses, I bring a unique skill set and deep understanding of running a business to my current position. Throughout my career I have received numerous professional recognition and awards; but my true passion lies in providing exceptional customer service and building a strong lasting relationship based on trust, open communication, and a listening ear to the clients.
In my spare time, I love to travel the world with my family and friends exploring, hiking, and engaging in their customs. I enjoy plants, performing arts, sports, reading, movies, and volunteering and I am an avid Marine Life enthusiast.
Centered around my faith, I strive to bring a positive and compassionate approach to every interaction I have. You will always find me with a smile on my face and a genuine desire to help others. Whether it is assisting clients with their financial needs or supporting my colleagues, I am dedicated to fostering a supportive and uplifting environment.