Claudia joined the Lazar Wealth Succession Strategies team in January 2023 as Agency Manager. She has years of experience in marketing, office management, and client services, bringing many different facets to benefit the Agency and its associate advisors.
Claudia specializes in administrative technology and is responsible for helping the Agency be up to date in systems and applications, social media and website management and assist with procedures. Claudia is a powerful force in the workplace and uses her positive attitude and tireless energy to work together as a team with Lazar Wealth management and associate advisors, so the result is happy clients!