Giselle is a tremendous asset to our clients by always going above and beyond. She makes it her mission to add value to our clients by bringing a sense of connection, commitment and delivering random acts of kindness. This helps our clients experience a special, comfortable and family-like environment.  Additionally, Giselle researches, proofreads and edits articles for our weekly blog, monthly newsletter, professional publications and presentations for speaking events.

Giselle has a background in nursing and healthcare. Her empathy and personal touch in caring for patients has transcended to her caring for her three children Sebastian, Aria and Pierce, her husband and now our family of private clients.

Favorite food:

Sushi

Best piece of financial advice received:

Max out your 401k every year

What motivates you:

My Family

Something on your bucket list:

African Safari

If you could meet anyone, past or present, it would be:

Jacqueline Kennedy Onassis

Biggest accomplishment:

Becoming a mom