Client Services and Logistics Specialist
Yvette is our Client Services and Logistics Specialist; she is also the newest member of your financial team. Yvette has called South Florida home for nearly her entire life and is fluent in both English and Spanish. Prior to joining LifeSpan Financial Strategies, Inc., Yvette worked as an Account Executive and Sales Manager for various global logistics companies for over 20 years, and she has brought that expertise to the world of financial planning and investment management.
As you develop your family’s financial strategies with Laura, Yvette will be there to provide the organizational support that Laura will need to keep you focused on managing your plans and goals. Furthermore, Yvette is responsible for coordinating with the rest of our team to ensure that the strategies you’ve created with Laura are put into motion and that your needs are met.