Juan Serna

Marketing Coordinator

Juan joined the firm in August of 2024 and currently supports the Marketing Department, working closely with both the Marketing Director and Marketing Specialist. While contributing to marketing initiatives, he is pursuing a degree in Finance at Kennesaw State University and has a strong interest in eventually expanding his role within the firm’s Finance Department. Known for being curious and proactive, Juan enjoys learning new skills and staying informed on developments in the financial world. He values collaboration and takes pride in being part of a team dedicated to helping individuals navigate challenging situations. As Juan continues to grow professionally, he looks forward to further developing his expertise while supporting the firm’s mission and long-term success.