Client Relationship Coordinator
Gabriella joined WDS in 2025 as a Client Support Coordinator, bringing a strong background in customer service, a keen eye for detail, and communication skills. She graduated in May 2025 from the University of Wisconsin-Madison with a degree in Personal Finance and a certificate in Economic Analytics. Her passion for helping others, building meaningful connections, and interest in financial planning led her to WDS.
In her current role as a Client Relationship Coordinator, Gabriella is a key member of the STAR Desk team, providing vital support to both the advisors and clients. She helps maintain smooth daily operations by preparing and processing paperwork, keeping tasks organized and on track, while maintaining clear, effective communication. She is known for her attention to detail, professionalism, and calm demeanor in high-pressure situations. Gabriella is committed to contributing to the WDS team through meaningful, impactful actions.
Outside of work, Gabriella enjoys spending time with her family and friends and playing with her dogs, Dozer and Daizy. She loves catching a good movie, getting lost in a great book, and taking advantage of time outdoors by going for walks and hikes whenever she can.
