Client Services Associate
Dora is a Paraplanner for 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.