Responsibilities are daily office operations, servicing clients, Investment processing, compliance overseeing and blotters. liaison between owner, associated companies and vendors.
Letty entered the Financial Service industry in 1984. She joined Gene Roe’s Firm, Planto Roe Financial Services in 1996 in which she held several management positions for 20 years. Took a break for 3 years then Gene approached her in May of 2019 to be part of his team at Wesley Wealth Management. She believes in Gene’s concept in helping others achieve financial stability and his mission of service to others through philanthropic financial planning and charitable giving.
Letty enjoys working one on one with clients and is proactive. She strives to cultivate positive client relations. Always has a positive and energetic attitude.
Letty has served and held positions in several professional committees. She enjoys participating and raising funds for non-profit events like Light the Night, Head for the Cure and Night to Shine.
She loves dancing, Zumba and putting together family and friend gatherings. Always willing to lend a helping hand to those in need.
Believes in continuing to educate herself as evidence by the professional designation she has achieved. CLTC-Certified Long-Term Care designation and Group 1 Life and Health Insurance.