10/08/2026
✨ Please join us in welcoming the newest member of our team — Yohana! ✨
We are so excited to have Yohana joining our team! She is currently a student at Tulane University, where she is majoring in Finance, and we’re thrilled to have her bring her energy, professionalism, and passion for financial planning to our practice.
Yohana will be joining us as our Director of Sales & Business Development. One of her first priorities will be reaching out to our existing clients to schedule their promised Annual Strategic Planning Meetings.
When you hear from Yohana, please give her a warm welcome! She’ll be reaching out on behalf of our team, and we’re excited for you to get to know her.
We are incredibly excited to have Yohana on our team and look forward to all that she will contribute!