Executive Associate - Dallas, Texas
Kenia has a unique passion for creativity and organization, which has enabled her to bring value to her role as an Executive Assistant. She supports advisors in their effort to help clients maintain a positive fiduciary status and it is her goal to provide ongoing exceptional service to Plan sponsors and Participants alike.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
17250 Dallas Parkway
Dallas, TX 75248
Email: [email protected]