Claudia is a dedicated professional with a wealth of experience in the financial industry. Originally from Chicago, Claudia recently relocated to the Orlando area with her partner, Steve and 3 sons ranging in age from 6 to 22. With a strong background in financial services, Claudia spent the last 15 years excelling as a Client Operations Team Lead, specializing in life insurance and annuities.
In her current role as a Client Service Associate, Claudia will continue to support our advisors in providing exceptional service to our valued clients. Driven by a genuine desire to make a positive impact on people’s lives, Claudia is actively pursuing her Series 65 Securities License. Her dedication to her clients and the industry as a whole makes her a valuable asset to the team.
In her free time, Claudia enjoys spending time with family exploring her new surroundings, going to the beach and defrosting from the cold Chicago winters.