Chealita will be the first to admit that financial services found her, rather than the other way around. What began as a job opportunity grew into a career spanning roughly 15 years and, along the way, a genuine fascination with the details that keep a successful financial firm running. Curious by nature and always looking for something new to learn, Chealita has built broad experience across operations, technology, billing, compliance, client service, and more.
In her role Chealita supports clients and advisors through everything from opening accounts and processing money transfers to assisting with trades and retirement plan administration. She enjoys understanding how things work, tackling challenges that stretch her knowledge, and being the person teammates can turn to when they need help.
A lifelong Oklahoman, Chealita brings plenty of personality and humor to the team, along with a strong drive to continually improve. At the center of Chealita’s life are her faith and her family. A proud mother of six, she considers raising and supporting her children her greatest accomplishment and strives to approach each day with gratitude, purpose, and a commitment to giving her best.