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Liliana Romo

Liliana Romo

Client Services Assistant

Liliana joined Floe Financial Partners in December 2025 as an Administrative Assistant, where she supports daily office operations, assists with client inquiries, and helps ensure a smooth and organized workflow for the team. She plays an essential role in maintaining clear communication, managing administrative tasks, and creating a positive experience for both clients and staff.

Liliana graduated with a degree in Business Management and brings a strong background in customer service and client-facing roles. Outside of work, she enjoys taking high energy group workout classes, exploring new coffee shops, and spending time with friends.