“‘Run a tight ship.’ I’m not at all military, but that phrase has always inspired me.”
Vanita oversees our business, keeps things running smoothly, and delivers highly responsive client service.
As clients and advisors interact, Vanita ensures that our administrative processes and office systems continue to perform and evolve to better serve our clients. It’s her mission to help everyone achieve their goals in the smoothest way possible.
Vanita honed her natural can-do skills and down-to-earth practicality by efficiently managing other busy firms. Her expert guidance is always on call, and she is called on regularly!
“A project is complete when it starts working for you, rather than you working for it.”
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