As RISE's Administrator, Claudia combines results-driven focus with genuine empathy to ensure our operations run smoothly. Known as a dedicated workhorse with a detail-oriented leadership style, she helps our clients experience the seamless, relational approach that defines RISE.
With two years in financial services, Claudia brings experience in client services, software onboarding, and implementation coaching. Her background perfectly aligns with RISE's mission to simplify and organize wealth for our clients.
When not working, she enjoys ballroom dancing, scrapbooking, and hiking with her husband Rick. Faith is central to Claudia's life. She's actively involved in her church and currently launching a leadership development program, reflecting her heart for equipping others to reach their goals—the same passion she brings to serving RISE clients every day.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Strategies Group is not an affiliate or subsidiary of Guardian.