As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. My primary role is to ensure portfolios are running efficiently while serving my clients to achieve their life goals. With a focus on public equity markets, I work hand in hand...
As an Associate Advisor for BSW Wealth Partners, Lindy is responsible for supports clients in finding appropriate solutions for many of the financial situations they encounter, while striking the right balance between their quality of life and their financial...
Maile is our office manager and client concierge who is primarily involved in office management, client communication and service where she brings over 30 years of experience in the financial services industry. Maile began her career managing the Reconciliation...
The decade I spent living in DC combined with my educational background in Women’s Studies, Music and International Affairs has shaped who I am, including my approach to wealth management. I believe in taking a creative approach to help individuals and families...
As a Senior Operations Specialist at BSW, I focus on optimizing our internal systems to ensure that our team can communicate seamlessly and provide the exceptional service our clients expect and deserve. My career in Operations began in 2008 with a small firm in...
