Veronica strives for excellence in serving our clients and assisting our 401(k) team on a daily basis. She takes care of the administrative needs of our team and assists clients with any questions or requests they may have, from account maintenance to service requests, in a timely and efficient manner. Veronica enjoys fostering close relationships with the companies and individuals we serve and helping ensure that they receive the highest level of attention and support.
Before joining our team in February 2024, Veronica was a Portfolio Strategist Specialist with First Citizens Bank in North Carolina. Veronica is a graduate of East Carolina University with a Bachelor of Science degree in Economics and a minor in Business Administration. Veronica is originally from Virginia Beach. When not in the office, Veronica enjoys working out, baking, and spending time at the beach.