Priscila Espinoza
(She/Her)
Client Service Associate

Priscila joins our Client Service team committed to delivering an exceptional client experience by providing operational support and ensuring the seamless day-to-day management of client accounts. She recently graduated Magna Cum Laude from Stony Brook University with a Bachelor of Science in Business Management, specializing in Marketing. Throughout college, she gained experience in customer service, business operations, and marketing through roles in retail, business, and healthcare administration. As the daughter of immigrant parents, she developed a deep appreciation for hard work and financial independence, which inspired her desire to help others feel more confident about their financial future.

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