Client Service Associate
firstname.lastname@example.org | 503 731 7317
Maria supports the client relationship managers in serving our clients. She joined Vision Capital in 2022.
Maria found her way into wealth management through a natural interest in personal finance and a little serendipity. After fourteen years as a dental hygienist, an informational interview turned into a new career. It felt meant to be. She is passionate about helping others. Clients can feel her genuine desire to make their lives better, and it puts them at ease. Outside of the office, you might find Maria taking a long walk with her dog Heidi, learning Korean or reading and hanging out with her book club.
- Registered Dental Hygienist (RDH)
- Financial Planning Association
- Bachelor of Science degree in Dental Hygiene, minor in business, Oregon Institute of Technology, 2011
- Certified Financial Planner coursework, University of Portland, 2021