Hello! My name is Eva and I work as an Administrative Assistant and Bookkeeper at Strategic Wealth, Inc. In collaboration with the Directors of Operations and Client Experience, I work to ensure that no client care details are overlooked and am ready to help regardless of the task at hand. My responsibilities vary and I wear a number of office hats, but overall I aim to keep the team organized while simultaneously ensuring a welcoming environment is maintained.
My passion for organization comes in handy when gathering client financial information and uploading the data needed to create a complete client profile. Because this is something that sets Strategic Wealth apart, I take pride in the diligence necessary to do it correctly. At the end of the day, I’m prepared with a smile to help people feel welcome, comfortable and special in our office space.
Outside of work, I enjoy spending time with family and friends, attending baseball games, and exploring the outdoors with my dog, Frankie.