Vanea serves as Communications and Administrative Coordinator, providing essential support to the firm's partners through email organization, calendar management, phone support, and a variety of administrative functions. Her strong organizational skills, attention to detail, and commitment to efficiency help ensure the smooth day-to-day operation of the team.
Vanesa earned dual bachelor’s degrees in Psychology and English Literature from Florida International University. Her diverse educational background has strengthened her communication, analytical, and interpersonal skills, which she applies daily in her role.
Prior to joining the firm, Vanesa built a versatile professional background supporting professionals in administrative positions across multiple industries, including clinical and legal environments. She also worked as a copywriter in the marketing field, where she developed expertise in written communication and audience engagement. Additionally, spending three years living abroad broadened her global perspective and enhanced her adaptability.
Although new to the financial planning and wealth management industry, Vanesa was drawn to the profession by its importance in helping individuals and families work toward their financial goals. She enjoys supporting the operational side of the business and takes pride in providing the organization, coordination, and administrative support that contribute to the team’s overall success.
Outside of work, Vanesa enjoys reading novels, writing, continuing to develop her language skills, hiking, exploring nature, and spending time outdoors. A memorable chapter of her life was living in Japan for three years, where she immersed herself in the culture, gained new perspectives, and explored the country’s rich history and traditions.