In Tanya's Own Words

Guiding our clients toward financial independence - especially women - gives our work a greater purpose. We're not just managing accounts; we're helping people change their lives.

Tanya's Bio

Tanya is the Client Services Manager extraordinaire at Pachira Wealth Management, bringing over 25 years of executive-level office support and administration to the team. Her diverse background spans multiple industries and has taken her across the globe-from Europe and the Caribbean to Southeast Asia-before returning to her roots in New York's Capital District. Tanya began her career in Phoenix, Arizona, and relocated back to the Capital Region in 2009. Since 2015, she has been an integral part of Pachira Wealth Management, supporting both Gretchen Meyer and the firm's valued clients. As the first smiling face to greet you at the office and the first voice you'll hear when calling Pachira Wealth Management, Tanya ensures every client feels welcomed and supported. She guides clients through the entire onboarding process for new accounts-including advisory, annuity, and 529 plans-and is the primary contact for retirement rollovers and asset transfers. Tanya also assists with life and disability insurance needs and manages general account maintenance such as banking and beneficiary updates. With her extensive experience and warm, detail-oriented approach, Tanya is committed to making every client's journey seamless and stress-free.