Manuela joined Beacon Financial Strategies in 2017 as a Client Service Representative. Originally from Würzburg, Germany, she received her Paralegal Associate’s Degree and worked there as a legal secretary. She moved to NC in 1994 and received her Associate Degree in Business Administration and graduated with honors from Fayetteville Technical Community College.
With more than 16 years of experience, Manuela has an extensive background in financial services. At Beacon, Manuela is responsible for all aspects of client service and office administration. She directly communicates with clients on all service issues relating to client investment accounts held at both TD Ameritrade Institutional and Schwab Institutional. Manuela also oversees onboarding new clients, managing the office calendar and assisting clients with Wealth Connect, Beacon’s client account aggregation and financial planning portal.
Manuela makes her home with her family in Wake Forest. In her spare time she enjoys spoiling her grandchild, reading, traveling, and taking her miniature poodle, Daisy, for walks around the neighborhood.