Sierra is a CERTIFIED FINANCIAL PLANNER™ and Chartered SRI Counselor™. 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.
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, kayaking, and enjoying a good book alongside her husband, AJ. They have also rescued three cats, Luna, Teddy, and Daisey, who are absolutely spoiled and provide endless hours of entertainment.
Online Blog Resources
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.
There are so many animal welfare charities out there, all doing great work saving, helping, and re-homing pets, and all asking for your support. But how do you decide which ones will really value and make good use of your money? Learn useful tips for selecting the best animal welfare groups for you.
Moving into retirement is an exciting opportunity to live fully. For many, this period at the start of retirement can also be an opportunity to provide additional financial security—and minimize lifetime taxes—by making partial Roth conversions.