Director of Operations / Marketing Manager

Profesional Certified Marketer (PCM®)    

Dessy likes to figure out creative ways to promote the company and the advisory firms we service. She also likes to spend time planning volunteer activities for our firm. Dessy is responsible for creating/updating websites and marketing materials for existing and onboarding advisors. Some materials include websites, brochures, business cards, templates, model portfolios, and stationary.


As operations director, her main focus is project management, advisor onboarding experience, and projecting support throughout the firm. While most of her time is spent working closely with the service teams, Dessy also spends time with colleagues across all of our business segments and functions. She also helps strategize about our business plan and other major firm initiatives. She enjoys logistics, planning, and brainstorming creative solutions with teammates.


Dessy is registered as an Investment Advisor Representative, holds a Masters in Business Administration, a paralegal certificate in the State of Washington, and is a Professional Certified Marketer.

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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information please click the following link here.