Sierra joined Merriman in 2020. She earned her B.S. in Finance and B.A. in Business Law from Arizona State University, also graduating with honors from Barrett, The Honors College. Prior to joining Merriman, Sierra worked in the Global Client Group at Dimensional Fund Advisors, where she discovered the benefits of evidence-based investing. In Arizona, she worked on a NASA mission that operates a satellite camera system orbiting the Moon.
Sierra’s passion is bringing clarity and peace of mind to families’ financial situations. In coordination with Merriman’s advisory team, she develops financial plans and works with families to help them achieve their goals.
Born and raised in Western Washington, Sierra enjoys all the Puget Sound area has to offer when away from the office. She can be found hiking, skiing, kayaking and enjoying a good cup of coffee with her husband, AJ. They also rescued a calico cat in 2020, Luna, who provides them with plenty of entertainment.
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.
Getting the most out of your HSA can be difficult, especially while trying to do so over a long period of time. Here are some tips to integrate HSA planning into your overall financial goals and retirement plan.
Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.