RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
Client Services Manager
Sheila joined the firm early in 2017 as an outside associate to an advisor and later transitioned to Northwest Asset Management. She works directly with other Client Services Associates and advisors to manage and maintain client accounts. She brings with her over 10 years of financial industry experience.
Her extended education focus was Business Administration and she has passed the Series 65 Uniform Investment Adviser Law Examination. Her passions include health, fitness, hiking, motorcycle rides and spending time with her family.