Our Team
Gabriella Gomez Sanchez
Manager’s Assistant, Client Support Manager
Profile
Gabriella Gomez Sanchez serves as Manager’s Assistant and Client Support Manager for Elite Physicians Wealth Planning and Fiscal Vision Financial, where she helps coordinate client-service activities, application processing, scheduling, and day-to-day administrative support for the firm.
In her role, Gabriella works directly with clients to help make the application and onboarding process as clear and organized as possible. She assists clients with completing applications, gathering required information, navigating online portals and provider websites, and understanding what documentation or next steps may be needed.
Her responsibilities include:
- Assisting clients with completing applications and forms
- Helping clients navigate insurance, financial-services, and provider websites
- Supporting online account access and portal navigation
- Following up on outstanding application requirements
- Coordinating documents and client information
- Monitoring the progress of client applications
- Communicating status updates and next steps
- Scheduling client appointments and meetings
- Maintaining Michael Epps’ professional calendar and schedule
- Coordinating meeting times with clients and professional partners
- Supporting advisors and other members of the client-service team
- Providing general administrative and customer-service support
Gabriella plays an important role in helping clients move through the administrative portions of the financial-planning and insurance process with greater confidence.
Financial applications and online systems can sometimes be unfamiliar or time-consuming for clients. Gabriella serves as a hands-on resource, helping clients understand where information should be entered, what documents may be required, and how to access the appropriate websites and digital platforms.
Her goal is to help reduce confusion and make each step of the process more efficient.
Supporting the Client Experience
As Client Support Manager, Gabriella helps bridge the gap between the client, the advisor, and the various financial and insurance organizations involved in the relationship.
She helps ensure that:
- Applications are completed accurately and submitted in a timely manner
- Missing information is identified and followed up on
- Clients know what actions they need to take
- Appointments are properly coordinated
- Important deadlines and meetings remain organized
- Client questions are routed to the appropriate team member
Her work supports the firm’s commitment to providing a responsive, organized, and professional client experience.
Executive and Scheduling Support
Gabriella also provides direct administrative support to Michael Epps, including managing his professional schedule and helping coordinate appointments, client meetings, internal meetings, and other business commitments.
By helping manage scheduling and communication, she allows the advisory team to remain focused on financial planning, client strategy, and relationship management while ensuring that important administrative details are handled consistently.
Commitment to Service
Gabriella approaches her role with a focus on organization, responsiveness, patience, and client care.
She understands that clients may be dealing with important financial decisions and that the administrative process should support—not complicate—their experience.
Her objective is to help every client feel supported and informed from the time an application begins through completion and ongoing service.
Through her combination of client support, application assistance, scheduling, and administrative coordination, Gabriella helps Elite Physicians Wealth Planning and Fiscal Vision Financial deliver a more efficient and attentive client experience.
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