Carmen is a Colorado native who recently moved to Amarillo with her three children, Sebastian, Savannah, and Sophia. With over 30 years of experience in the financial industry, she has diligently served her clients’ retirement planning and financial needs, building lasting relationships along the way.
As a Branch Office Administrator (BOA), Carmen plays a critical role in the daily operations of the branch office, providing administrative support to financial advisors and ensuring smooth client interactions. She manages office communications, schedules client meetings, and maintains accurate financial records while assisting in preparing documents and processing transactions.
A faithful partner at Accelerate Church, Carmen loves spending time with her family—both immediate and at church—every chance she can. Her hobbies include watching movies and enjoying a good cup of coffee, no matter the time or season.