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.

What’s your favorite food:


Best piece of financial advice I received:

Do not increase your spending when you get a raise.

Favorite quote:

“One small positive thought in the morning can change your whole day.”

If I could meet anyone, past or present, if would be:

My Grandpa (mom’s dad)

Favorite movie or TV show:

“Chicago Fire,” “Chicago PD” and “Chicago Med”

Favorite holiday:

Independence Day

Something on my bucket list:

Visiting Prague, Czech Republic

Place I’d most like to visit:


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