Claudia M.  Vera

Claudia M. Vera

Client Services & Marketing Associate

Claudia is a Client Services and Marketing Associate for Dodds Wealth Management Group. She provides administrative and technical support and focuses on the following areas:

Assisting with the coordination and execution of onboarding and operations
Coordinating and preparation of client and prospect meetings
Managing and executing client paperwork and ensuring all aspects of client’s folders are accurate and lacking nothing
Assisting with the coordination and execution of seminars and client appreciation events
Serving as the contact for wholesalers and outside vendors and maintaining those relationships
She is committed to addressing each client’s request while creating the best client experience.

Claudia has nearly 15 years of experience in the financial and banking industry. She has worked extensively in mortgage finance, personal and business banking, and client relationship management. Claudia prides herself on providing the highest level of integrity and client service.

Claudia is a native El Pasoan. She attended Texas State University, where she competed in cross country and track. She began her mortgage career while attending college and, in 2008, transitioned to the banking industry. In 2014, she had the opportunity to progress into the financial sector and return to her hometown.

When she is not in the office, Claudia loves spending time with her husband, Abram, and their three daughters: Alessandra, Abigail, and Giana. Their favorite activities include hiking, indoor rock climbing, and playing sports. Claudia enjoys gardening and tending to her house plants.