Milestones That Matter

At Transcend Wealth Partners, we know how important it is to celebrate all milestones, both big and small. We especially value celebrating people—as a family office, we prioritize forming trusted relationships with the people that matter most.

April Gutierrez, Executive Assistant and Justine Farley, Investment Services Assistant, are two people who help make up the heart of Transcend. Both are celebrating their second work anniversary in 2023.

“Before working for Transcend, I had no knowledge of family offices,” shares Justine. “I can proudly say I’m now very familiar with the industry and the complex services we provide.”

Over the past two years, Justine has deepened her understanding of financial and investment services. She is excited about the expansion of the Transcend family with additional team members and clients. 

“Success at Transcend requires dedication, attention to detail, and, most of all, communication,” said Justine. “But more importantly, success is receiving positive feedback from clients. It is always gratifying when we know we’ve made a positive impact in the lives of a client.”

April also values her growth at Transcend. “I’ve grown in my knowledge of how a multi-family office works and how my talents fit with the company and those we serve. Every client has their own dynamics, goals and needs, and my biggest accomplishment is finding that perfect balance for each client.”

Relationships are the key to April’s success. “I’ve formed amazing relationships within our team and value the people at Transcend. To succeed with this team, you need drive and problem-solving skills, but especially compassion, communication, and appreciation for a team that always has the best interest of the client in mind.”

Join us in congratulating and celebrating April and Justine and looking at their continuous growth and success at Transcend.