My name is Aimee Butler. I am a Wealth Advisor with Merriman, a fee-only investment advisory firm with a strong focus on smart investing and long-term goals. Before joining Merriman in 2018, I gathered more than 15 years of technical training and hands-on experience as an advisor, a district manager, and a regional director. I am a Certified Financial Planner Professional, and I hold a Bachelor of Science in Business Management from Providence College.
I like to be involved in our community and spend time volunteering on boards. I am past President of the local Financial Planning Association, a current member of the Eugene Estate Planning Council and a member of the board for the KLCC Public Radio Foundation. I love living in a community that believes in education and equality.
At home, I am a wife and mom. My husband Greg and I are east coast transplants and love the Pacific Northwest and Eugene! When I’m not working, you can find me practicing yoga in my living room or dragging my two kids, Cameron and Penelope, around to their activities. If you see me at Costco on the weekend, say “Hi!”
Online Blog Resources
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.