QUINCY LOREEN

Operations Associate

Quincy is an Operations Associate providing administrative support for clients and advisors. He also provides ongoing assistance to our Operations and Client Services teams. Quincy graduated in May of 2020 from Washington State University with a degree in both Finance and Accounting. Prior to joining us, he was an intern with a portfolio manager, and two insurance companies. Outside of the office Quincy is passionate about music, snowboarding and all things sports!

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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.