Maritza takes pride in creating a warm, inviting atmosphere where clients feel valued and understood. From the moment they call the office or walk in the doors, she strives to ensure they feel genuinely welcomed and seen.
Maritza loves getting to know clients on a personal level, building strong, trusting relationships and making each interaction meaningful and memorable. She thrives on the challenge of anticipating clients’ needs and exceeding their expectations, making their experience not just satisfactory but truly exceptional.
“Witnessing the positive outcomes of effective financial planning is incredibly rewarding,” she says. “Seeing clients feel confident about their financial future, hearing their stories of achieved milestones and knowing that I contributed to their sense of security and happiness fuels my dedication to this industry.”
Outside of work, Maritza’s family is the cornerstone of her life. Her husband, Miguel, is a Marine Corps veteran whose dedication and service inspire her every day. They have four children: Audrey, Meredith, Grace and Gabriella. In her spare time, Maritza can be found immersed in a good book, baking delicious treats for family and friends, and exploring new coffee shops.