Since joining Family Office Services in 2005, Lara has fulfilled a critical role in our team. She uses her skills in organization and case management to keep meticulous records, but her true strength is in client relationships. Any client who interfaces with Lara understands the importance of having a team member who listens to any issues and acts accordingly to resolve them. As a Case Manager, Lara oversees the collection of client data to ensure attorneys and planners have necessary information to analyze each clients’ unique needs, coordinates client meetings, and provides detailed next actions to keep each case moving forward. Lara's duties also include maintaining a multitude of reports, updating client information in the database, working with a variety of advisers, and coordinating webinars.
Lara received a Bachelor's Degree in Sociology in 1990 from Biola University in La Mirada, CA. She lives in Rancho Santa Margarita with her husband and three wonderful children.