Client Service Specialist
Vivian is motivated and passionate about giving others confidence, whether financially, mentally, or emotionally. She believes true connection and understanding are among the most essential measures of success. Vivian graduated from Metropolitan State University of Denver with a bachelor’s degree in finance and an emphasis in financial services. She has great interest in ESG investment strategies and hopes to obtain the Chartered SRI Counselor℠ credential in the near future. As a Client Service Specialist, Vivian aims to make every client feel heard and at ease with the services provided to them. In her free time, she enjoys caring for her houseplants, practicing yoga, and immersing herself in the natural beauty of Colorado.