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Gloria C. Mendez

  • Assists in the process of building and maintaining the Family Desk Reference® for our clients.
  • Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
  • Manages client project and task follow-up.
  • Earned her Bachelor’s Degree in Personal Financial Planning at Texas Tech University
  • Studying to achieve the mark of Certified Financial Planner®.
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