Financial Advice that Makes the Complex Simple.

About Priscilla

Priscilla likes to think outside the box, which proves beneficial in her role on our team as Client Service Manager. She’s diligent in listening to clients’ needs and always strives for the best possible outcome.

With more than two decades of experience in the financial services industry, Priscilla has an impressive amount of experience in various banking and client service roles.

A doting aunt, Priscilla spends much of her time outside the office cheering on her niece and nephew at baseball, basketball and volleyball games. Spoiling them is among her favorite pastimes.