Johanna Cruz is a dedicated professional in the financial services industry, bringing a strong foundation in business and financial planning to her role. She earned her degree from Texas A&M University, where she studied Business and double minored in Financial Planning and Agricultural Economics.
Johanna has built her experience supporting executive leadership, where she gained valuable insight into business operations and personal financial management. As a Client Service Specialist, she plays a key role in supporting advisors and ensuring a seamless experience for clients. Johanna is committed to understanding each client’s needs and takes pride in contributing to a high level of service and organization within the financial planning process.
A native of the Rio Grande Valley, Johanna enjoys spending her time outside of work with her young son and her two rescue dogs, a German Shepherd mix and a Pitbull.