Tassie believes that with each informed financial decision we make the world a better place.
Tassie has had the pleasure to sharing accounting and financial fundamentals with entrepreneurs and individuals for over 15 years. She is committed to serving her clients: individuals, couples, families, and business owners who are committed to building and protecting their wealth.
Artistry, creativity, talent and discipline make Tassie's contributions particularly valuable to clients. Her expertise in deep critical analysis, objective collaboration and effective use of technology have been honed through years of engaging with small business owners in their financial management and strategic planning. With patience and enthusiasm, she assesses complex needs, clarifies financial goals, and helps clients understand and pursue effective financial strategies.
“Your dreams, expectations, and financial realities matter to me because they matter to you. To live is to change and change brings the opportunity to grow. Together, we can reduce the complexity surrounding your financial life and focus on creating your desired future.”
Tassie collaborated with 5 Point Financial for five years, providing accounting services and operations expertise, prior to joining the team full time in 2014. She supports several non-profit organizations promoting education and is passionate about creative and artistic endeavors including design, drawing, and writing.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
CMA®, Certified Management Accountant
Securities licenses: Series 7 and 66
Life/Health Insurance Underwriter
Registered Representative with KMS Financial Services, Inc.
Financial Planning Association, since 2016
Institute of Management Accountants, since 2003
Accounting & Financial Women's Alliance, since 2014
CFP certification, College for Financial Planning
MBA, University of Oregon
Bachelor of Science in Computer Science, Colorado Mesa University
Bachelor of Business Administration, Colorado Mesa University
Advanced Certified QuickBooks ProAdvisor, 2005-2015
Check the background of this investment professional on FINRA's BrokerCheck
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What is currently playing on your phone?
Firework by Katy Perry. Ask again later - it will change.
What do you want to be when you grow up?
A Tiger. If we must grow up, dream big!
What’s the #1 destination on your bucket list?
Feathermoon. Oh, you mean on Earth? New Zealand.
Hometown: Snohomish, WA