Claudia started her investment career with Dean Witter in 1987 and was trained in all aspects of branch and client support on her way to becoming an operations manager in a top-producing Dallas branch. Claudia later combined her client service and operations knowledge with securities registrations.
Currently, as a Registered Representative with Commonwealth Financial Network®, she holds the following FINRA securities registrations: General Securities Representative (Series 7), the Unified State Securities Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (Series 65). Separately, she is licensed by the state of Texas to sell life insurance, health insurance, and annuities.
Claudia graduated from the University of Texas at Dallas. Claudia is married and lives with her husband, a young son, and a house full of pets in Plano, Texas. She is actively involved in her church and Catholic Charities, which offers various family and children outreach programs.