Norma's career journey is marked by significant leadership roles, including her position as Regional Operations Director for various hospitality concepts such as Disney, El Torito, and Red Robin. This background has honed her skills in organization, training, development, and building efficient systems - all of which she now leverages to enhance the client experience at Girls Just Gotta Have Funds.

The decision to pivot into a new field without prior experience showcases Norma's adaptability and courage. She credits her smooth transition to the invaluable mentorship she received during her tenure with Disney and Red Robin, which shaped her leadership style and approach to client service.

Committed to continuous growth, Norma seeks knowledge daily, utilizing internal development tools to master the language, processes, and intricacies of financial services. Her dedication to learning enables her to provide top-notch support to both clients and advisors.

One of Norma's proudest achievements has been collaborating with advisors to systemize the onboarding process for new clients. By creating workflows and organizing systems, she has significantly enhanced the efficiency and effectiveness of the team's operations.

At Girls Just Gotta Have Funds, Norma embodies the team's core values of being approachable, responsive, creative, compassionate, and collaborative. She services every client and advisor need with a unique blend of compassion, urgency, friendliness, and consistency. Her commitment to working with excellence and setting high standards aligns perfectly with the company's mission to provide outstanding financial guidance and support.

Norma's personal philosophy of striving for excellence in helping others motivates her professional life. This ethos, combined with her high standards, drives her to continually improve processes and enhance the client experience.

Outside of work, Norma is passionate about traveling, spending quality time with family, tackling DIY projects, and event planning. As a self-proclaimed foodie, she loves exploring new culinary experiences. Her personal interests extend to Bible journaling, reading, and fostering family fellowship, reflecting her strong values and commitment to personal growth.

Connect with Norma for exceptional support