Yesy joined ShorePoint Advisory Group in June 2019 in the Client Services Department. After a few years, she went to another firm and truly came to appreciate the level of care and service that the team at ShorePoint Advisory Group provides its clients. It is this level of care, Yesy believes everyone should receive. Yesy rejoined ShorePoint Advisory Group and now oversees the daily office operations and client services department. Yesy takes pride in the commitment everyone at ShorePoint Advisory Group has to the clients and their families, ensuring their life’s work is secured, protected, and preserved.

Yesy is bilingual and speaks fluent Spanish. She resides in Asheboro, NC, with her husband, Juan, and their three children. Yesy is passionate about mentoring first-generation college students who believe college is not an option. Yesy teaches them how to apply for financial aid and scholarships, allowing them to attend a 4-year university and pursue their dreams. In her spare time, Yesy enjoys spending time with her family and traveling.

Professional Designations, Certifications, Registrations, and Licenses

• Chartered Retirement Planning Counselor, CRPC®, College for Financial Planning
• Financial Paraplanner Qualified Professional™, FPQP™, College for Financial Planning
• North Carolina Notary Public
  
  

Education

• The University of North Carolina at Greensboro, Greensboro, N.C. – B.S. in Accounting and Business Management