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Martha Carrillo

Martha Carrillo

Office Manager & Operations Assistant

Martha Carrillo joined Vincent Wealth Management in October 1998, where she has served as Office Manager for the past 25 years, overseeing all areas of compliance and operations, as well as customer support, client services and marketing. Martha provides account information to clients, performing service-related transactions for clients, preparing correspondence and documents for advisor and clients, assisting advisor with account maintenance and review, as well as coordinating with operational assistants to thoroughly research and resolve client inquiries and requests. Martha lives in Decatur, Texas, with her husband, and enjoys spending time with her three granddaughters.