Gloria has worked in financial planning for 7 years and thoroughly enjoys developing her skills and knowledge within the finance industry.
Gloria found that as a Client Services Officer, working alongside a dedicated team to assist clients in achieving their financial goals coincided with her desire to help others. She is always passionate about giving quality customer service to assist in building strong relationships. This gives Gloria the opportunity to be a part of each client’s financial journey.
Gloria loves to travel with her husband as well as enjoy special moments with her family.