Our licensed Financial Services Associate, Denise, brings with her a wealth of experience and expertise with over 23 years in the financial industry. She is responsible for providing a range of administrative support, including managing client accounts, processing account transactions, preparing reports and documents, responding to client inquiries, and providing outstanding customer service to our clients and professional connections. Denise also assists with managing compliance requirements and staying up-to-date on industry regulations and best practices.
Throughout her career, Denise has demonstrated exceptional organizational skills, with excellent attention to detail. She has a proven track record for being committed to delivering high quality work, and maintaining the highest standards of professionalism. Denise cares deeply for our clients, and her dedication and compassion is evident in her everyday interactions.
In her spare time, Denise enjoys reading, cooking, and attending the activities of her grandchildren. She and her husband James are active members of SETX Church and enjoy participating in Bible study every Wednesday. Her goal each day is to be a better person than the day before.