The quality of our life depends on the quality of our relationships!
This is true both personally and professionally. After all, it is the people in our lives that matter the most. Who we associate with and how we treat them ultimately defines how successful we are, both in the office and out of it.
For that reason, my team and I have worked hard to build a strong relationship with every client and after 40 years in the business, I’m proud to say we have succeeded.
But success does not mean we should be complacent.
Here at Gallagher Wealth Management, we have many relationships. We treasure every one of them, especially ours. That means staying in regular contact with you. It means knowing what is important to you. It means cheering you on during important personal and family milestones and accomplishments. Most of all, it means being there when you need us.
To help ensure this continues to happen, I would like to introduce you to the newest member of my team, Sara Beltran.
Sara is our new Client Relationship Manager. Put simply, Sara’s job is to maintain, deepen and enhance the quality of our relationship!
We expect Sara to be a big help to us…and we know she will be a big help to you! Staring now, she will call you from time to time to:
* Ask about any new developments in your life,
both financial and otherwise.
* Ask if you have any questions or needs that
we can help with
* Schedule Strategic and Tactical meetings.
* Invite you to any upcoming events.
* Keep you posted about upcoming events and
what’s happening here at Gallagher
Of course, you don’t have to wait for Sara to call you, she is here Monday through Thursday from 8:00 to 4:00 and Friday from 8:00 to 2:00, she can be reached at 505-888-5070.
Clients like you are why we do what we do. Our relationship is very important to us. We will do everything possible to ensure our relationship is as positive for you as it is for us. We’re excited to have Sara on board, and we can’t wait for you to get to know her. As a favor, when she does reach out, please spend a few minutes with her. She will be a part of the team for a long time, and we are grateful she joined our team for this critical position.
In the meantime, if you have any questions or if there is anything we can do for you, please don’t hesitate to let us know.