Aleeda brings over 20 years of experience in the financial services industry. Her tenure speaks loudly of her knowledge and expertise in handling many of the critical details required to help our firm operate smoothly.
Aleeda works with our team on many facets of the client experience, including money movement, accounts management, client reporting, estate processing, and ensures that all paperwork is processed quickly and accurately. She knows that clients count on her and she takes that responsibility very seriously, making sure to proactively look out for them and follow through on every commitment.
Prior to joining our team in 2010, Aleeda was a Sr. Branch Office Administrator at Edward Jones Investments, where she spent her previous 12 years. She has also been a Notary Public since 1997.
Originally from Santa Maria, CA., Aleeda now resides in Waddell, AZ with her husband, David, and their two daughters. In her spare time, she enjoys camping, hiking, traveling, and spending time with her family.