Associate Advisor, CFP®
Sierra is a CERTIFIED FINANCIAL PLANNER™ and 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.
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
You can incorporate your values and support causes through sustainable, responsible, and impact (SRI) investing. Learn about some of the roadblocks and how to break down the barriers to sustainable investing.
Americans are rethinking what they value and how they want to spend their precious moments. If you are preparing to retire, these tips will help you make the most from downsizing.