Lily has been in the financial services industry her entire career, beginning in 1993. She began as an assistant to the president of Future Trade Commodities before moving to Smith Barney as a registered sales assistant. She holds Series 7, 63, 66, holds CA insurance license and is a Chartered Retirement Plans Specialist℠. Lily is an integral part of the team here at The Rogers Group. As a Mexican immigrant from a modest upbringing, Lily is passionate about communicating the importance of financial responsibility, especially to those who need it most, believing that anyone can achieve financial success with the right tools and guidance. In addition to her operational responsibilities, Lily ensures that new and existing clients continue to receive outstanding service.
Lily enjoys running and mountain biking with her husband of 17 years and her two children.