Biographical Information
Lourdes is a seasoned professional with five years of DMM experience, bringing an additional 20 years of experience in the financial industry. She helps clients gain clarity and peace of mind in their daily money management. She simplifies complex financial tasks, ensures seamless payments, and eliminates follow-up frustrations, making it easier for clients to stay organized and confident.
With a degree in Finance from Florida Atlantic University, Lourdes is skilled in Quicken, QuickBooks, and digital billing systems. She supports high-net-worth households, trustees, and small business owners with clear reporting, vendor coordination, and benefit payments.
Fluent in Spanish and English, Lourdes fosters strong communication across advisory teams, providers, and community members. Outside of work, she enjoys cooking with her young son, recharging at the beach with family, and restoring furniture, bringing creativity and balance to both home and work life.
