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Managing Partner & Financial Advisor
Founder
Founder
As an independent financial advisor, my goal is to work with you to meet your investment and financial goals. As a...
Managing Partner & Financial Advisor
Financial planning is the only career I've happily ever had. I knew long ago, when I was in college majoring in finance...
Financial Advisor
After taking some time off to focus on raising my young children, I wanted to reignite my professional life in a field...
Client Operations Coordinator
As Client Operations Coordinator I focus my efforts on both client service and related operations to ensure an overall...
Client Service & Operations Associate
In my role as Client Service & Operations Associate, my responsibility is to support our clients and deliver an...
Client Relationship Coordinator
I serve Washington Wealth Advisors as a Client Relationship Coordinator managing the firm’s client service model, client...
Director of Client Engagement
I collaborate with the WWA team to develop a wide range of client engagement initiatives to enhance the overall customer...