Monica De La Garza is the Executive Administrative Assistant to Heidi Malone at Genesis Wealth Management. With a strong background in administrative operations and client service within the financial industry, Monica supports both internal workflows and client-facing needs with precision and care.
She brings a unique blend of creative thinking and people-centered insight. Her professional background complements her natural ability to anticipate needs, manage details, and maintain a seamless flow of communication across the team.
At Genesis Wealth Management, Monica focuses on scheduling, client communications, account support, and ensuring the day-to-day operations around Heidi Malone’s practice run smoothly. She is known for her reliability, professionalism, and warm, approachable style that enhances both the client and team experience.
Outside of the office, Monica enjoys creative projects, staying active, and spending time with her family.