Yasmine Felipe

Yasmine joined Asset Management Group in March 2023 as an Administrative Assistant to Dennis Miracle and Daniel DeCaires; she is responsible for coordinating all aspects of their practice and client needs.

Yasmine’s daily responsibilities include:

• Client account opening, transfers, deposits, distributions, reports
• Communicating with clients, and following through on their requests and needs
• Communicating with Mutual Fund companies, Third Party Administrators, CPA’s and Attorneys
• Maintaining and updating client information and data files
• Scheduling client meetings and appointments

Yasmine recently moved to Chico from Reno, NV and enjoys spending time with her family and friends. She loves adventures, the outdoors, and going for walks.