The support services team makes sure our day-to-day operations run smoothly. These are the people who will greet you at the door and answer the phone every time you call during business hours. In addition, they provide the internal support that allows every other team to provide great service for our clients.

Donna oversees and manages the operational aspects of our Support Services department.

Heather supports the service needs of our firm, answering calls, greeting current and prospective clients at our downtown office, and preparing correspondence on behalf of the advising and marketing teams.

Dawn McGeorge recently relocated to Seattle from North Carolina where she helped manage one of the country’s most well know barbeque restaurants – The Pit.




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