Serving as Client Service Manager, Priscilla is dedicated to ensuring you receive the highest level of care and support throughout your financial journey. Her commitment to transparency and authentic communication will help strengthen our relationships and enhance your experience with our practice.

With over six years of experience in client success management and additional background in project and sales management, Priscilla brings a wealth of knowledge to our practice. Her approach to client service aligns perfectly with our values – she believes in building genuine, trust-based relationships and taking the time to get to know you on a personal level.

Beyond her professional expertise, Priscilla is deeply involved in our local community. She actively volunteers with various organizations, including coaching youth soccer, participating in PTO, supporting homeless community initiatives, and providing companionship at hospice care facilities.

When she’s not in the office, you’ll find her spending quality time with her family, cheering on her child at sporting events, or pursuing her passion for vintage furniture restoration.