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Alondra Chavez

Alondra Chavez

Client Services Associate

I have been apart of Stone Consulting Group since 2021. My role as a Client Services Associate is an integral part of the overall SCG client experience. I work directly with clients for account and policy servicing, gathering financial planning documents and submitting financial plans to the broker dealer for completion. In addition, I am the primary communicator with insurance vendors for processing and placement of Life Insurance policies. I am  enthusiastic in my pursuit of learning the financial industry, and I hope to one day be a Financial Planner.

Education:

  • Bachelors of Science, Business Administration, Chico State University