Our Staff

Michelle Marquez

I am pleased to take a moment to acknowledge the outstanding contributions of our Office Manager, Michelle. In our practice, where serving our clients is our top priority, Michelle consistently demonstrates patience, efficiency, and a dedication to providing excellent customer service. As a valued member of our team, Michelle plays a pivotal role in managing client communications and overseeing all service-related duties with finesse. Her attention to detail and proactive approach ensure that our clients' needs are met promptly and effectively. Beyond her professional responsibilities, Michelle's passion for reading and traveling reflects her curiosity and zest for life. Her professionalism, expertise, and positive attitude make her an invaluable asset to our team, and we are fortunate to have her on board.


Marisol Castro

Marisol is the epitome of helpfulness, consistently ensuring that our clients receive the highest quality of customer service. From scheduling appointments to fulfilling client requests, she handles each task with efficiency and a friendly demeanor, leaving a positive impression on everyone she assists. In addition to her exemplary work ethic, Marisol's commitment to professional development is truly admirable. Her recent achievement of obtaining her Licensed Service Assistant certification in 2024 showcases her dedication to advancing her skills in the financial services field. It's also worth noting that Marisol's bilingualism and cultural background bring valuable diversity to our team, enhancing our ability to connect with and serve a broader range of clients. Outside of the office, Marisol enjoys staying active and embracing the beauty of nature, whether it's through exercising or riding her bike outdoors.