Introducing Our Client Relations Assistant
Maria Peréz serves as the Client Relations Assistant at Harvest Financial Planning, LLC. She conscientiously works to ensure the clients at Harvest receive the utmost quality of service and attention each day. Maria serves on the Harvest administrative team alongside Erin Barrett and Rebecca Grubb.
Maria has earned a certificate in accounting, has served in various client service roles, and is fluent in both English and Spanish. She enjoys activities such as hiking, running, cooking, and spending time with her husband and three children.
How did we do?
Note: Your review may be shared publicly.