About Aimee
As an advisory team associate, 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.
In her previous roles Aimee served as a lead operations associate at Bill Gates Investments, an IRA department representative at Ragen Mackenzie/Wells Fargo Brokerage and as a mutual funds representative at Safeco Mutual Funds. She holds the Series 65 License.
Aimee is a true Pacific Northwest native. A newlywed, she lives in Seattle and is a graduate of the Michael G. Foster School of Business at the University of Washington. In 2011 she graduated from the College for Financial Planning®.
As an advisory team associate, 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.
In her previous roles Aimee served as a lead operations associate at Bill Gates Investments, an IRA department representative at Ragen Mackenzie/Wells Fargo Brokerage and as a mutual funds representative at Safeco Mutual Funds. She holds the Series 65 License.
Aimee is a true Pacific Northwest native. A newlywed, she lives in Seattle and is a graduate of the Michael G. Foster School of Business at the University of Washington. In 2011 she graduated from the College for Financial Planning®.