We often hear our clients describe SWC as a team as well as a part of their family, and to tell the truth, that’s how our staff feels about the arrangement. Our clients are made up of entrepreneurs and small business owners, real estate investors, and high-net-worth individuals who place a lot of trust in the SWC team/family.

In order to build on that atmosphere, we’re introducing a new series of posts on our blog that spotlights one of our staff members. We’re calling the series “Meet the Team,” and each post appearing under that heading will delve into the qualifications, experience, and perhaps a few personal details about our professional family members.

And we thought the perfect place to start off would be to introduce Adela Galeano, who has been our client relations manager and marketing assistant since 2019.

Adela is highly skilled at managing client relationships and overseeing a number of marketing and administrative functions that keep SWC top of mind. Among these are creating contract-winning proposals for current and prospective clients and working with in-house team members to onboard new clients. On the marketing side of that equation, Adela coordinates our marketing calendars, editorial calendars, and content assignments, as well as updates our client relationship management system that allows us to keep everything well organized and highly responsive.

Adela was instrumental in holding down our San Diego offices during the nearly two-year health pandemic, serving as our office manager when we went remote. She helped our clients by answering the phones and providing a majority of the admin support. Following the pandemic, at a time when many businesses were struggling, Adela took over a multitude of important tasks, enabling our CPAs to concentrate more on our clients.

We sat Adela down for a Q&A session in order to dig deeper into her professional background as well as some pertinent personal queries, and here’s what we discovered:

SWC: What do you want people to know about our tax planning and financial strategy firm?

Adela: I’m impressed at how much our co-founders, Laura and Marni, care about our clients. They give ourclients their entire focus for every email and on every call. They both want to focus on you and you alone, which is why scheduling time on their calendar is so important

SWC: Where were you born and raised, and what did you want to do when you grew up? Continue reading… Continue reading… Continue reading…