Olivia joined CORDA in January of 2023 as part of the operation team. She works directly with clients and our business partners to ensure an optimal client experience while assisting with new business, client service needs, distribution requests, and any necessary paperwork. Prior to joining the firm, Olivia served as a Client Service Specialist at an Independent advisory firm for over six years. Olivia brings a passion for increasing client experience and satisfaction to the team.
Olivia lives in Plano, Texas, with her husband, son, daughter, and one fur baby. Outside of work, Olivia enjoys spending quality time with her family.