Experienced Director Of Operations with a demonstrated history of working in the financial services industry. Skilled in Portfolio Accounting, Trading, Finance, Retirement Planning, Education Funding, IRAs, and Investment Management. Strong operations professional with a BA focused in Business Administration (Finance) from Washington State University - College of Business and Economics. Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients’ lives, to integrate their values and vision with their wealth. For individuals and families, Auxano is a trusted advisor that comes alongside our clients with integrated planning and principled investing. Clients that partner with Auxano value the difference between speculation and principled decision-making. Regardless of whether they are borrowing, spending or investing, our clients find confidence in our wise counsel and prudence. Our mission is to partner with our clients to help them achieve prudent, resilient and integrated results, throughout the various stages of life, as they navigate both the anticipated and the unexpected. We engage our clients through authentic relationship, candid conversation and uncompromising integrity, to serve them and the generations that follow.