Claudia has overall background experience in wealth, risk and office management. She is a licensed General Lines agent in the state of Texas since 2007. She also holds her Series 7, Series 66 and Series 24 registrations through LPL Financial. Claudia is a results-oriented manager with demonstrated experience supporting all areas of management, including supporting C-level professionals and over 25 years of client service experience. Claudia brings a personal commitment to perform to the highest standards with accuracy, efficiency, and consistency. Claudia is motivated as the Operations Manager to lead employees to contribute toward the effectiveness and success of the organization as a team.
Claudia resides in Melissa with her husband, Brandon and their 3 children. Claudia stays active spending time with her family, volunteering in ministry work, and leading several small groups in the local community. She enjoys trying new cuisines and traveling to new places.