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.