Seana joined our firm in March 2019 to continue to deliver an outstanding client experience and keep operations running smoothly. Seana has extensive experience in real estate and real estate investments with an affinity for investigating how actuarial analytics and statistics can relate to investment decisions.
As our Sr. Director of Client Services, Seana brings a customer-first focus and a mastery of today’s technology making her uniquely qualified to serve our clients. She actively comes alongside clients to ensure an uncompromised user-friendly experience to get the most out of today’s wealth management services.
Seana holds both a Bachelor of Arts degree from Judson University and a Master of Architecture degree from Lawrence Technological University and has earned a FINRA Series 7 and her Exam P & Exam FM credentials from the Society of Actuaries. As an active community liaison, she has previously served on a variety of professional boards within the City of Fort Worth as an advocate for the proper stewardship of tax dollars for the benefit of city residents.