Vanessa is a Retirement Plan Specialist with Roadmap Advisors, Inc., where she supports advisors and clients with retirement plan operations, client service, and annuity and retirement account documentation. With a background in retirement plan administration, financial services, and executive operations, Vanessa is committed to providing accurate, timely, and exceptional support throughout the client experience.
Before joining Roadmap Advisors, Inc., Vanessa held administrative and client service roles supporting financial advisors, retirement plan operations, and executive leadership. Her experience includes coordinating complex processes, managing operational workflows, and providing responsive, detail-oriented service to clients and advisors alike.
Vanessa lives in Central California, where she enjoys traveling and spending time with her family and two dogs. She believes strong relationships are built on trust, clear communication, and the genuine care she brings to every client interaction.