Operations & Client Management Team

Lydia plays a central role in our team's daily operations, with a primary focus on scheduling and preparing for client reviews. Her responsibilities entail seamless coordination with the team to gather essential data and documents in preparation for scheduled meetings.

A graduate of St. Mary's College of Maryland, Lydia holds a bachelor's degree in English and brings with her more than eight years of experience in the Financial Services industry. Her professional journey has also extended into roles within the transcription and healthcare sectors, showcasing her versatility and adaptability.

Outside of her professional commitments, Lydia enjoys spending time with her husband, Luis. They share a love for travel, reading, and visits spent with loved ones. Lydia's dedication and diverse skill set significantly enhance our team's efficiency and client-centric approach, making her a valuable asset to our organization.

Keona assumes a pivotal role in managing our daily client service operations, overseeing client requests, and administering accounts with precision and care.

With a Series 7 license through LPL Financial, Keona brings an extensive 20+ years of experience and knowledge from the Financial Services industry.

Outside her professional role, Keona's dedication to her family is evident. She has two children and relishes spending precious moments with them. She also finds joy in the company of family and friends, indulging in travel adventures, and engaging in creative crafting pursuits. Keona's depth of expertise and commitment to serving our clients contribute greatly to our team's ability to provide exceptional service and support.

Doreen Candeias is an accomplished professional with more than 20 years of experience in client services, financial analysis, compliance, and operations within the financial advising industry. Known for her analytical acumen and dedication to client satisfaction, she has demonstrated a consistent track record of delivering high-quality support to both financial advisors and their clients.

During her tenure in the financial services industry, Doreen obtained her FINRA Series 7 and 66 licenses held through LPL Financial, as well as her Life Insurance License. These certifications underscore her deep understanding of financial regulations and investment operations. 

Doreen’s expertise extends to:

Client Services: Ensuring exceptional client experiences through personalized and responsive service.

Financial Analysis: Utilizing her analytical skills to support financial advisors in making informed decisions.

Compliance: Maintaining rigorous standards of compliance to uphold industry regulations and client trust.

Operations: Streamlining operations to enhance efficiency and effectiveness within the advisory framework.

Personal Interests: Outside of her professional life, Doreen enjoys spending quality time with her husband, David. She also loves spending time with family, cherishing moments with her beloved pets, Diego (cat) and Fudge (dog), playing guitar, and exploring culinary delights.