As the Client Services Coordinator at Carolina Estate Planning, Daveon Sanchez is a committed team member known for his exceptional communication skills. He leverages a distinctive combination of expertise and experiences in this role.
A graduate of Appalachian State University, Daveon holds a degree in Communications with a minor in Psychology. His educational background provides him with a strong foundation in customer service and marketing, along with a deep understanding of human behavior, all of which he applies to ensure client satisfaction. Daveon is proficient in both English and Spanish, enhancing his ability to serve a diverse range of clients.
As a Client Services Coordinator, his primary goal is to ensure that our clients receive exceptional care and support during their journey with us. He specializes in explaining and promoting our firm’s services, making sure our clients fully understand the value and benefits of our estate planning solutions.
Daveon is dedicated to ensuring our clients feel well-informed, comfortable, and confident in their decisions as they navigate the estate planning process with us. His mission is to provide a seamless and comforting experience, emphasizing the unique advantages of choosing Carolina Estate Planning.