All of us at OFM Wealth are pleased to introduce Erica Zambrano, our Client Service Manager. Erica has worked in the financial services industry for the last 20 years as an Executive Assistant and Operations/Client Service Specialist.
Erica’s responsibilities with OFM Wealth include liaison with Pershing regarding client services such as cash requests, deposits, new account processing, and management of numerous internal operations. She’ll be busy!
Erica, her husband Miguel and their children, Michael and Annabella, live in Orland Park. Outside of work, she enjoys outdoor family activities like bike riding, hiking, and skiing. To relax, Erica practices Yin Yoga.
I know Erica is looking forward to meeting you in the coming months. Welcome, Erica!
All information is believed to be from reliable sources however we make no representation as to its completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged and cannot be invested in directly. Additional information, including management fees and expenses, is provided on our Form ADV Part 2. All investments involve risk and past performance is not a guarantee of future results.