Client Services Manager

Sheila joined the firm early in 2017 as an outside associate to an advisor and later transitioned to RIA Innovations. 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.

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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.