After spending over ten years in project and client management in other industries, Sheila followed her passion to learn more about the financial services industry and help clients achieve financial peace of mind. Today, she focuses on client service while also playing a key role in Austin Wealth Management’s internal operations. She works to maximize efficiency and enhance team collaboration in order to better serve our clients.
Background
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Sheila is a lifelong student, always eager to learn something new. During her free time, she enjoys traveling to new places, hosting game nights with friends, and spending quality time with her family. Sheila’s husband, Jason, works in the tech industry. They have two children, Ellie and Cooper, and a dog named Boca.