Working in the personal finance field is a huge responsibility and Adelae has found great fulfillment in assisting our clients on their path to success since she joined our team in 2014. She enjoys the technical, detailed, and strategic pieces of her job and most of all she loves communicating with our clientele in some of the most meaningful moments of their lives about their wealth, their legacy, their struggles, and their triumphs. She handles most of our event planning, marketing efforts, and is likely the first person you’ll talk to when you’re considering your very first appointment.
When she is not at her desk you’ll find her enjoying all of the outdoor recreation in our area, or cooking from-scratch meals for her loved ones.
- Wenatchee Valley College
- Washington State University
- FINRA Securities Licenses, Series 7 and 66
- Notary Public, Washington State