Zilvia Montez
Client Services Associate
As a Client Services Associate at Scheffel Financial Services, Zilvia Montez is highly motivated and eager to assist clients in identifying, planning for, and ultimately achieving their unique financial milestones. She believes that seamless communication and personalized guidance are key to helping people secure a stable financial future. Her positive attitude ensures that operational and administrative needs are handled with the utmost care and precision, and she is thrilled to grow alongside the team.
Originally from Collinsville, IL, Zilvia now resides in Glen Carbon, IL, with her two cats and her dog, Louie. She loves nothing more than winding down with a good book, hosting gatherings, and spending quality time with her close friends and family.