Naomi joined Crux Wealth Advisors in 2022 as a Relationship Manager at our Greenwood Village, CO office. Her essential role on our team entails daily interactions with clients, including building and maintaining positive working relationships and establishing plans that help our clients work toward achieving short- and long-term goals.
In addition, she coordinates onboarding, transfers, and account maintenance. Naomi takes great pride in her role, especially when assisting others in ensuring they are financially secure and prepared to handle both life’s celebratory events along with the unexpected challenges through her detail-oriented approach and patient nature.
Naomi appreciates the importance of effective planning and relationship building. She invests the time to get to know clients personally and understand their unique situations properly. Before joining our team, she gained essential experience as a Registered Wealth Management Client Associate at Merrill Lynch, and during her career, she also earned the CRPCÒ designation. Naomi earned a Bachelor of Science in Business Administration from the University at Buffalo.
I was born in Tokyo, Japan, and grew up in Upstate New York. I moved to Denver, CO in 2022, and have been enjoying the many sites and experiences this part of the country has to offer. I try to keep active by going on hikes and traveling often. When I'm home, I enjoy cooking and spending time with family and friends.