Our Team

Nothing is more important than family. Whether you are starting a family, already have children, caring for elderly family members, thinking about buying a home or wondering about educational costs, you want nothing but the best for the people you love.

As a Financial Advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a honest, tailored, and efficient approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect hard work, and professionalism.

As a proud resident of Orange County, CA, I have a vested interest in seeing my community thrive. When working with me, I'm happy to share all the resources and information that I have available.

When I'm not working with my clients, I enjoy the following hobbies: exercising, traveling, and reading. I'm also an active member of my community and regularly volunteer for my children's school and extracurricular activities.

As a family we love to volunteer, we organize drives for local charities and organizations and participate in walk a thons or golf tournaments to raise money for our favorite charities.

I'd like to hear about you and your family. Let's start building a strategy that helps your family achieve its financial goals.

Alex joined Efficient Financial and Insurance Solutions (EFIS) in 2022. She manages client services and is the primary point of contact for clients for all administrative and operational needs. Prior to joining EFIS, Alex worked in the medical field for 10 years.

Alex was born and raised in Whittier, California where she enjoys spending time with her family and friends.

She is a graduate of California State University, Northridge with a B.S in Public Health and obtained her California Insurance License in 2019. 

Genesis Mendivil joined Efficient Financial and Insurance Solutions (EFIS) in 2020. Genesis manages all marketing related material such as social media posting, scheduling and video creation. Genesis is a marketing expert with over five years of experience working with women-owned businesses.

Genesis was born and raised in Orange, California where she is actively involved in the community. She is a graduate of California State University, Fullerton where she obtained a Bachelor's degree in Public Administration and Minor in Sociology.