Tomiko Arthur Joins Gessner Wealth Strategies
Arthur will be the Director of Operations and Client Services.
Gessner Wealth Strategies is pleased to announce their new Director of Operations and Client Services. Tomiko Arthur joins Gessner Wealth Strategies to meet their clients' needs as the financial firm grows into the new year.
Tomiko has worked in the financial services industry for over 20 years. She began as a licensing temp with a Broker-Dealer, evolving into a lifelong career. Tomiko brings a wealth of knowledge and experience from several financial institutions, including a state bank, a national clearing firm, a trust company, and several other boutique wealth management firms.
Originally from Southern Louisiana, Tomiko attended Texas A&M University where she was a member of Zeta Phi Beta, Inc., known for their service to others. She currently holds a Series 65 license and Securities Industry Essentials license, ensuring her knowledge of Capital Markets, equity securities, trading, and prohibited activities.
"Tomiko understands the importance of customer service, assisting and empowering clients with their financial life plan," says Michelle Gessner, CFP®, MSM, CFBS, LUTCF, Founder and Owner of Gessner Wealth Strategies, LLC. "Her ideals align with Gessner Wealth Strategies concierge-style of working with customers. We are happy to have her join our team."
Gessner Wealth Strategies boutique concierge-oriented-style firm provides full exceptional customer service, meeting clients' needs. The mission of a concierge is to maximize a client's experience. As Director of Operations and Client Services, Tomiko will primarily be responsible for ensuring the firm's smooth and efficient operation. She will provide superior client service administration and onboarding of new clients, prepare for client meetings and reviews, provide support for financial plans, and oversee administration, office operations, technology, and compliance.
Tomiko is currently on the Board of Directors of her homeowner's association and is an active member of her community for over 20 years. She is a mother to three boys in the Houston area. Gessner Wealth Strategies is a Houston, Texas-based financial advisor firm that works with clients across the United States. It was formed in 2015 by Michelle Gessner to offer guidance and clarity in financial matters, from generating income to protecting a client's financial security. Gessner's investment philosophy is academic and evidence-based. For more information, please go to https://gessnerwealthstrategies.com.
For more information about Gessner Wealth Management, contact the company here:
Gessner Wealth Management
Michelle Gessner, CFP®, MSM, CFBS, LUTCF
Gessner Wealth Strategies
5850 San Felipe
Houston, TX 77057
Office Phone: 713-589-6448