Maria is excited to join the EH Financial Group Family. She brings with her an extensive twenty year experience in customer service. With her Bachelor’s degree in Business Administration with a dual concentration in Finance and Information Systems, she looks forward to dedicating her time and efforts to the team’s ultimate goal that is client satisfaction while deepening her knowledge and pursuing her passion in the financial industry. Maria’s role as an Administrative Assistant at EH Financial involves day to day administrative functions as well as providing office, adviser and client support. Maria is currently working on becoming a Licensed Administrative Assistant and is on a path to becoming a Certified Financial Planner. She is looking forward to learning the many processes involved in running a successful practice with Emmy as her mentor. She will hone these skills and new ones along the way to expand her knowledge in the field to better serve the practice and more importantly, our clients.
Maria was born in the Philippines and immigrated to the United States in 1984 when she was only 7 years old. She speaks Ilongo, a dialect that has a strong Spanish influence which helped her become conversational in the language. She endeavors to be fluent. Maria enjoys music, traveling, experiencing different cultures and spending time with family.