About Aimee
Aimee partners with an advisory team to manage client relationships and provide comprehensive portfolio solutions tailored to clients’ specific life and financial circumstances. In this role, Aimee works behind the scenes, handling a wide range of administrative work surrounding a client’s account. In addition, she assists in the financial planning process by gathering clients’ financial information and building their financial plan in corresponding software platforms.
A newlywed, Aimee is a true Pacific Northwest native. She lives in Seattle.
Education and Professional Milestones
-University of Washington - Michael G. Foster School of Business - graduate
-College for Financial Planning® - graduate
-Has held roles as a lead operations associate at Bill Gates Investments, an IRA department representative at Ragen Mackenzie/Wells Fargo Brokerage, and a mutual funds representative at Safeco Mutual Funds
Aimee partners with an advisory team to manage client relationships and provide comprehensive portfolio solutions tailored to clients’ specific life and financial circumstances. In this role, Aimee works behind the scenes, handling a wide range of administrative work surrounding a client’s account. In addition, she assists in the financial planning process by gathering clients’ financial information and building their financial plan in corresponding software platforms.
A newlywed, Aimee is a true Pacific Northwest native. She lives in Seattle.
Education and Professional Milestones
-University of Washington - Michael G. Foster School of Business - graduate
-College for Financial Planning® - graduate
-Has held roles as a lead operations associate at Bill Gates Investments, an IRA department representative at Ragen Mackenzie/Wells Fargo Brokerage, and a mutual funds representative at Safeco Mutual Funds