My name is Ivonne Lopez and I am the administrative assistant for The Enrichment Group.
When I lost my husband of 24 years, I was grief stricken and confused. I inherited retirement assets and wasn’t sure how to handle myself – let alone the finances. Fortunately my friend worked for The Enrichment Group and suggested that I speak to one of the planners at the firm. I learned that the firm specialized in providing guidance and resources to widows like me.
This simple introduction changed my life. Not only did The Enrichment Group provide me with the advice I needed to get through the loss of my husband, but they have also provided me with a fulfilling career.
At The Enrichment Group I specialize in client-related operations. As a former client, I know that going through a transition is tough – and asking for help can be even tougher. That’s why I use my own experience to make sure our clients get the support they need and deserve.
From beginning to end, I want the client to know that they can count on me for anything. I guide them through paperwork, assist them during phone calls, answer questions and concerns, and sometimes I just have “how are you doing?” types of conversations. My goal is to make them feel cared for and special to us.
I am so happy that I have found a place where I love to come to work because I believe in what I am doing. I also enjoy going to the beach, practicing yoga and spending time with my grown children.
Areas of Expertise
- Client Services