Meet the Team


Grecia Fontanez

Client Service Assistant


  • Based out of Virginia


Grecia is a Client Service Assistant with over a decade of experience. In her role, she assists with client’s day-to-day needs from opening new accounts to helping with distributions and contributions. Her extensive experience with the day-to-day operations of account maintenance enhances our client experience.

Grecia is based out of Virginia. When she is not working, she enjoys spending time with her son and husband.

Awards & Honors