ROI Team

Roxana Bautista believes that exceptional client service is the foundation of a great financial experience — and that every detail matters. As ROI’s Client Service Specialist, Roxana is often the first voice clients hear and the first face they see, and she takes that responsibility to heart. She brings warmth, professionalism, and a sharp eye for detail to every interaction, whether she’s preparing reports for advisors, organizing client meetings, or solving logistical challenges behind the scenes.