Margarita strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team and assists clients with any questions or requests they may have in a timely and efficient manner.
Margarita enjoys fostering close relationships with the families and individuals we serve and helping ensure that they receive a quality level of attention and support.
She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team in October 2022, Margarita was a senior branch office administrator at Edward Jones. She holds an associate degree in business administration from Mesa State College.
Margarita is originally from Naturita, Colorado, and now lives in Grand Junction with her fiance, Daniel, and her daughter, Deianeira. When not in the office, Margarita enjoys hiking, scrapbooking and spending time with her family. Margarita has been actively involved with the local Alzheimer’s Association, promoting the Walk to End Alzheimer’s for the past six years.