Misty is a highly qualified professional, holding a Bachelor's Degree in Accounting from New Mexico State University and boasting an impressive 12-year tenure in the field of accounting. Since joining BCO Wealth Management in 2022, Misty's expertise has been a valuable asset to our team.
In our back office, Misty plays a crucial role in assisting the advisors on a day-to-day basis. Her attention to detail is evident as she meticulously reviews our clients' accounts, ensuring no stone is left unturned. Additionally, she takes charge of handling licensing matters for our office and ensures that we remain fully compliant with our broker-dealer requirements. Misty's enthusiasm to help and her proactive approach to tackling tasks have made her an indispensable addition to our office environment.
Beyond her professional achievements, Misty is happily married and cherishes precious moments spent with her family. In her leisure time, she indulges in activities like exploring antique shops and immersing herself in the pleasure of reading. We are proud to have Misty as part of our team and look forward to witnessing her continued contributions to the success and growth of BCO Wealth Management.