Victoria DeFreitas

Victoria is our dedicated Client Service Specialist. She is often a frequent point of contact for clients as she is responsible for handling inquiries, processing paperwork, ensuring systematic plans are working properly, handling account maintenance, and keeping various internal systems up to date with accurate information. She is experienced in back-office operations and is our liaison to our custodians (Fidelity and Schwab).

Outside of her professional life, she is passionate about spending time with her family and friends, serving her local community, and traveling to new localities. These passions inspire her to continually expand her knowledge of and appreciate the world around her.