Mai Thao

Client Service Associate

See if you're a fit

Sabrina Thacker

Lucy Vang

Mai joins us with over 11 years of experience in financial operations. In her previous role, she worked with a large number of financial advisors to help service their clients. Mai enjoys mastering and utilizing new technology to enhance client goals. She has a passion for creating standardized processes and procedures to streamline clients’ needs.

Q & A

How do your personal experiences influence the way you guide clients?

Learning new systems and applications is always daunting and takes time to get comfortable. With my knowledge of the systems we use with our clients, I’m able to guide them and help solve issues alongside them.

Q & A

What motivates you in your work?

I am motivated in my work by the ability to share my knowledge with our clients and help them navigate operational and system questions.

Q & A

What are the 3 words that people use to describe you?

Resourceful, Dependable, Diligent

Q & A

What’s one experience that’s on your “life list” you haven’t done yet?

I would like to explore all 50 states in the United States. So far, I’ve been to half.

Q & A

When you are not in the office, what are you most passionate about?

I am most passionate about spending time with my large family—my husband and I have eight children. We enjoy spending the summertime exploring nearby parks, lakes, and hiking spots. Our family goal is to travel and see as much of the United States as possible. Some of our past highlights include Florida, California, Washington, D.C., Missouri, Colorado, and New York.