At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a collaborative approach throughout our process to help ensure you get maximum value out of the time you spend with us.
We are pleased to announce the addition of two new team members to our client service team: Johanna Valdueza and Angela Ludvigsen!
The client service team helps clients with all aspects of communication and paperwork, including their onboarding process, scheduling, and keeping up-to-date on the changes in their financial lives.
Johanna Valdueza – Client Relationship Associate
Before joining Baron, Johanna was trained as a research geologist in the Philippines. She joined Baron because of our commitment to helping people, in particular families with loved ones with special needs.
Angela Ludvigsen – Client Relationship Associate
Before joining Baron, Angela was a paralegal working on estates and trusts directly with clients. Outside of work, she and her husband also enjoy attending concerts, traveling and entertaining family and friends.
To learn more about our team members, click here.