Operations Associate

Grace is an Operations Associate specializing in aiding clients and advisors while providing support to the Evergreen back office team. She graduated from the University of Puget Sound in 2017 with a B.A. in Psychology. She has previously held assisting roles in the business law and social work fields. She loves dogs, painting, and finding new places to explore.

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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.