About Mai:
Mai joins us with over 11 years of experience in financial operations. In her previous role she has worked with a large number of different financial advisors to help service their clients. Mai enjoys mastering and utilizing new technology to enhance client goals. She has a passionate for creating standardized processes and procedures to streamline clients’ needs.
What are the 3 words that people use to describe you?
"Resourceful, Dependable, Diligent"
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 8 children). We enjoy 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 DC, Missouri, Colorado, and New York. "
Connect with Mai
