Team in Transition

After many years of faithfully serving our clients, utilizing her extensive experience in the financial services, Sandra Murphy has fully retired. She will be spending more time with her family, especially her grandchildren, to love and support them in their ventures. We are sorry to see her leave Enduring Wealth Advisors®, but glad that she will be able to spend time with loved ones, get more involved with her church activities, and play tennis!

“It’s been a joy to work behind the scenes at Enduring Wealth Advisors® on behalf of clients these past years.I will miss interacting with clients, as I begin another chapter in life with full retirement. My mindset is to take each new day with the opportunities it offers: Lingering conversation with my husband over a morning cup of coffee and the news; tennis; pickleball; time with my daughters and grandchildren; read a good book; connect with friends; and hopefully be an encouragement to others. So I say “good-bye” to EWA clients as the phone voice, greeter and document preparer, and welcome Mona Hurtado as she steps into the role.Onward and upward” – Sandy Murphy

Knowing Sandy planned to leave at the end of January, we spent a significant amount of time finding someone to fill her shoes. In our search, we looked for someone who could not only fill the Administrative role, but who would fit into our office as if they always belonged.

We are pleased to announce Mona Hurtado as our newest Administrative Assistant. Mona is now the gracious voice on the phone and face in the office. She is working 5 days a week to provide seamless support as she handles the phones, scheduling, and paperwork.

Mona has experience in client relations and office management going back more than two decades. She completed Associates degrees in Accountancy and FCG Dynamics of Leadership from University of Phoenix and Cerritos College, respectively and is currently working on her FINRA Series 7. To read Mona’s bio go to our website www.EnduringWealth.com/our-team/

Please join us in giving her a warm welcome.

TRACKING #1-822412