As a Client Services Associate for BFG, Dora is primarily responsible for preparing and processing client paperwork, assisting with process improvement projects and helping the central service team run smoothly. In addition to her role on the central service team, Dora works in our Sun City West, Arizona office supporting multiple financial and tax advisors while assisting with general office management and client servicing. Dora was a Financial and Tax Assistant at Dane Holdings for several years through their merger with BFG in 2021. Prior to working in financial services and tax, she has 5+ years of experience in the banking industry for Wells Fargo and Bank of America.
When she’s not in the office, you’ll find Dora on the mat doing Jui-Jitsu, practicing yoga, going to the gym, hiking, reading and spending time with her family.