Senior Portfolio Manager Daniel is a Portfolio Manager and aims to help clients reach their goals by providing investment advice. He is a leading member of the investment committee, responsible for the day-to-day trading of all assets and helps to monitor holdings. He is a born & raised Tacoma native.   Education BA in Economics […]

Client Services Manager Lori was born and raised in Tacoma.   After graduating from Wilson High School, she then went right into the work force.  Her first job was with Nalley Fine Foods Credit Union as a teller.  She then went on to a local bank where she worked in various departments; teller, new accounts […]

Client Service Associate Melissa was born in Durango, Mexico but raised in Oklahoma City, Oklahoma. She spent fourteen years living in OKC where she completed all her schooling including her Bachelors in Business Management and Legal Studies. She also obtained her certificate to be a legal assistant. Following graduation she decided to move to the […]

Jordan Ford Jordan Ford is our Business Operations and Human Resource Manager. Her move to Financial Insights combines some of her favorite worktime passions: business management, financial health and supporting staff aspirations and strengthening teamwork in her organizations. Formerly in Healthcare Business Management, Jordan loves to create positive change and growth in businesses. She also […]

Executive Assistant Karan was born and raised in the Pacific Northwest where she lives with her husband & high school sweetheart, Steve, of over 30 years.  He continues to keep her laughing, so she’s decided to keep him.  Time has literally flown by (since they are having so much fun)!  Karan has 3 kids, Thailan, […]

Executive Assistant to Ali Kemp Audrey O’Leary’s professional journey is a testament to her dedication and versatility. She earned a Bachelor of Arts degree in Liberal Studies and Philosophy from Seattle University, showcasing her commitment to learning and growth. Her passion for creativity led her to the Hallmark Institute of Photography in Massachusetts, enriching her […]