Client Services Coordinator
Priscilla assists advisors with their client requests and is committed to bringing excellent services and support to our clients. Priscilla has over 20 years of office experience involving various roles, specializing in client relations, with 7 years’ experience in the financial industry. She is currently working on her Bachelor’s Degree in Economics and holds her life and annuity insurance license.
Priscilla grew up in Roy, Utah and moved to Denver in 1999 for 8 years to pursue her career. She moved back to Utah in 2007 to be with her family and raise her daughter. In her free time, Priscilla enjoys spending time with her daughter, music, reading, cooking, the arts, traveling, volunteering her time and anything involving the outdoors.