Gabby is the Client Services Coordinator and Executive Assistant at Longhorn Wealth Management Group, where she is responsible for preparing and processing all new business applications as well as providing full service on all existing client accounts/contracts. She also manages all of the applicable compliance requirements associated with both of these areas of our client servicing. Gabby is also responsible for maintaining the President’s calendar, scheduling client and vendor meetings, editing client and Board meeting minutes, and maintaining our CRM database. She also manages all of our social media content, postings, and communications, as well as coordinating the processing for our Client Education and Appreciation Events.
Gabby moved to Texas from New York almost 20 years ago, and since then she has spent several years working in the Wealth Management industry with a customer service and advisor support focus. In addition to her service and operational experience in wealth management, Gabby has been exposed to several years of financial solutions knowledge and training, and she is fluent in Spanish to boot!
In Gabby’s personal life, she enjoys spending time with her family, which includes her husband and four children, two of which are twins. She also loves the outdoors, working out, listening to podcasts, and enjoying new adventures with friends.