For as long as I can remember, I’ve always had the desire to help people. Whether volunteering at a homeless shelter or donating a few of my precious dollars in my youth, I learned the value and impact my time, talents, and treasures can have on others. Fast forward...
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...
Lindy Yoshida is a CERTIFIED FINANCIAL PLANNER™ and Associate Advisor at BSW Wealth Partners, where she helps clients align their financial strategy with the life they want — balancing smart decision-making with quality of life. She supports clients through key...
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...
