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 an Operations Specialist, my main priority is fine-tuning our internal systems to provide BSW staff the means to effectively and efficiently communicate and deliver the exceptional service our clients demand and appreciate when they partner with BSW. I started my...
Tami began her practice in personal finance in 2006. Specializing in personal wealth management for individuals and families, it is her passion to support people transitioning through the phases of their financial lives. Because the retirement income planning process...
I’ve always been a list maker, planner, and orchestrator of events – be it the surprise party, group backpacking trip, or annual reunion. This passion for planning inadvertently led me to my first career in event production. Producing concerts and bringing the joy of...
