We also have much in common, including a shared belief that advisors should provide outstanding advice and be highly empathetic. Below you can find out more about each of our advisors.
If you are ready to start planning and you find someone you want to talk with, fill out their contact form and they will be in touch.
Meet Our Advisors
Amy has spent 20 years in financial services, from Wall Street to the San Francisco Bay, and now calls the greater Seattle area home. Having seen the good, the bad, and the ugly across her industry, working at traditional brokerage firms, investment banks, and large asset managers, she believes there is no better way to…Firm: Firebrand Wealth Management, LLC
Women in Tech, Equity Compensation, Early Retirement
CFP®, RLP, CSLP
Danika’s focus is on women (and their partners) in the early to middle stages of their careers. Specifically, she loves helping clients who receive equity compensation as part of their income. She has experience navigating IPOs and managing RSUs, ISOs, NQSOs and ESPPs. She’s not overly focused on investment performance, nor does she deliver a…Firm: Xena Financial Planning
Equity compensation, life planning
Stacy graduated from the University of Oklahoma Michael F. Price School of Business with a Bachelor of Business Administration degree. Prior to becoming a CFP®, she enjoyed working in Tech, helping drive software releases and customer readiness. Stacy has been quoted multiple times in the press, including Seattle Times, Forbes, US News and World Report,…Firm: 2020 Financial Planning LLC
Working professionals and pre-retirees in the Seattle area
Candidate for CFP® certification
Katy Cook decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. She has also seen how that plan can be tested with health concerns and a global pandemic. Katy helps…Firm: Abacus Financial Planning
Women and retirement, equity compensation
MK is a Certified Financial Planner™ professional and financial life coach, with an MBA from the University of Chicago Booth School of Business. She has spent her career focused on helping clients realize their wealth, career, retirement, and bucket-list goals. Her approach focuses on educating and coaching clients rather than managing investments for them. MK…Firm: Seamfi
Equity Recipients (RS/RSU SOP ESPP), Technology Professionals, Money Coaching
Lorri started working as a teacher back in 2009, and throughout her teaching career she’s watched countless 403(b) salespeople traveling through teachers’ lounges, trying to sell terrible investment products to unsuspecting teachers. With a plan to serve teachers better, she launched Sustain Financial Inc. in 2017. Since then, her expertise in navigating the state’s retirement…Firm: Sustain Financial Inc.
Teachers, State Workers
Over the course of his career – Joe has worn a lot of different hats within financial services, worked with different kinds of people who have had varying degrees of wealth and status. In life and in career, Joe started at the basement floor and worked his way up. This provides him with a unique…Firm: Crafted Finance
Vacation or investment property ownership, Families with kids, Equity compensation
Tom has been interested in financial planning and investing from a young age. When he was about 10, his grandfather showed him how to read the stock data in the business section of his local newspaper, The Marion Star. When he was 14, this same grandfather gave him a subscription to the financial magazine, Smart…Firm: Advitica Financial Planning
Retirement Planning, Charitable Planning, Sustainable Investing