Gwen ensures all Trillium Wealth employees have the administrative tools needed to make every client's experience positive. She strives to build a trusting relationship with every client she interacts with and prides herself on making everyone feel like family.
Gwen spent years as a stay-at-home mom with her two daughters. Upon reentering the workforce, she spent several years in retail sales and has spent the last decade as an Administrative Assistant for a financial planning office.
When not at the office, Gwen enjoys spending time with her family, cooking and baking, gardening, traveling, and playing games. She helped the local YMCA start a swim team and spent 20 years supporting it as an administrative official.
Waubonsee Community College - Certificate in Payroll and Tax & Accounting
Winter Park, FL
230 S. New York Ave, Suite 200
Winter Park, FL 32789
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