Gabby Rojas

As a client service administrator, Gabby helps ensure our customers receive an outstanding experience. Her primary responsibilities include managing client communications, handling account operations and maintenance, and ensuring administrative tasks are executed efficiently. With years of experience in the wealth management industry, she’s developed a comprehensive skill set, which she uses to provide top-tier support to our clients and wealth advisors.

Gabby’s strong foundation comes from previous roles as Executive Assistant and Senior Operations Associate at a firm in Scottsdale, AZ. These positions equipped her with a deep understanding of wealth management’s operational and client-facing aspects. Currently, she continues to expand her knowledge by pursuing a Bachelor’s in Business Administration at Arizona State University.

In her free time, Gabby and her fiancé are busy planning their 2025 wedding. She also loves being active, trying new restaurants, traveling, and spending time with friends and family. When she’s not jetting off to a new destination, you can find her enjoying movie nights at home.