Yesenia Fernandez

Client Service Specialist



Total Experience




Specializing In:

  • Financial Services Support


Studied Business Administration and Management at the University of New Mexico

Meet Yesenia

A skilled professional in the financial services industry with 10 years of experience as a personal banker, Yesenia brings a strong combination of operational and client service skills to her role as a Wealth Management Client Service Specialist. She is responsible for generating a variety of custom reports,  handling client billing, and helping to ensure the smooth and efficient operation of the firm’s Wealth Management practice. She also enjoys supporting her team as a coach and mentor.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Yesenia