Meet the Team
Direct: (425) 531- 7336
Office: (425) 467-1011 ext. 229
Elevating Avier’s brand by cultivating lasting relationships
As a Client Service Associate, doing what is in the best interest of our clients is a core value of mine—I am a big proponent of the client first mentality. My responsibilities as CSA include onboarding clients and assisting the advisors in delivering topnotch financial planning services. I also work behind the scenes to ensure timely execution of trades, distributions, and contributions.
Originally a Utah native, I moved to Seattle in 2017 and have adapted well to the lush greenery and waters unique to Washington. During my free time, I love venturing around the outdoors. I enjoy camping, snowboarding, and my all-time favorite, walking my dogs. I celebrated a recent birthday by jumping out of a plane and got a whole new perspective on what a beautiful area we live in! I earned my Finance degree from University of Washington, Bothell and aspire to have a career as a financial advisor.
READY TO GET STARTED
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.