Meet Mia
As a Wealth Advisor and Accredited Portfolio Management Advisor (APMA®), Mia works with our clients in the areas of portfolio creation, financial planning, and asset allocation. She especially enjoys the process of building strong client relationships that almost feel like family.
A native of Camas, Washington, Mia attended Central Washington University where she studied finance, economics, and interdisciplinary sciences. Her work in wealth advising combines her passion for helping people with her affinity for numbers and math. Her dedication has already been recognized with multiple client experience awards.
Outside of work, Mia lives with her boyfriend Logan, her dog Maverick, and two cats Luna and Sky. In addition to her love for travel, Mia enjoys cooking, baking, reading, and creating with her hands.