MALLORY MOSER – CLIENT RELATIONS MANAGER

Mallory is the Client Relations Manager and has been with the firm since 2012. Mallory works as the firm liaision and interacts regularly with clients and other team members. She maintains professional relationships with our clients and strengthens our company's image and brand. Mallory ensures clients are satisfied with tax services and works to overcome any challenges the client may face. She also oversees office administration and procedures in order to ensure organizational effectiveness and productivity. She is in charge of staff supervision, task delegation, and project management.

Mallory received her BBA in Marketing graduating magna cum laude from Dallas Baptist University. Mallory is currently studying for a certification in financial planning. She enjoys country dancing, traveling, and maintaining a busy social schedule with friends and family.