All you need to know about
Hazelle

As a financial planning assistant at Evalesco, I play a vital role in supporting Jeff & Virginia ensuring smooth admin operations within our pod. I assist in gathering necessary documents, prepping the right forms, creating meeting presentations, and doing compliance related tasks among others.  

I also manage client communications as needed, ensuring that our advice is implemented effectively. My goal is to make clients feel valued and informed, creating a positive experience as we work together toward their financial goals. I strive to foster a sense of trust and reassurance, so they know they have a dedicated partner with Evalesco in their financial journey.  

What Healthy, Wealthy and Happy means to you?

Being Healthy, Wealthy, and Happy means achieving balance in life.  At Evalesco, we empower clients to reduce financial stress and build wealth aligned with their values, ultimately supporting their overall well-being. This holistic approach helps them prioritize what truly brings joy and fulfillment.

What are the values that drive you?

The values that drive me are integrity, support, and collaboration. Integrity ensures that I handle client information and processes with honesty and confidentiality. Support allows me to assist my team and clients effectively, ensuring smooth operations and a positive experience. Collaboration is essential; I value working together with others to achieve our common goals and create a supportive environment for everyone involved.