What do you enjoy about your role?
- “I love interacting with clients and making them feel taken care of. It's important to me that we earn their trust and respect, and that they know without a doubt, everything we do is in their best interest.”
What do you think constitutes success?
- “If our clients are referring us to their friends and family, I would consider that a success. There is nothing I value more than our clients to trust in us.”
What do you enjoy outside of work?
- “Enjoying time with my family and friends!”
As Director of Client Services, Ana’s role centers on providing an enjoyable and interactive experience for the client. She does this by coordinating with the staff to produce tangible deliverables to the Advisors for ultimate delivery to the client. She is also the liaison between the Advisors needs and how the staff responds to those needs. In addition, as the Practice Manager, her role encompasses leading and mentoring the staff to empower them to take pride in their work and to strive to become more knowledgeable in their roles.
Ana is Life and Health Licensed in California.