CONESTOGA WEALTH PARTNERS - Key Persons

Job Titles:

• Financial Advisor - Managing Partner

I began my career with Morgan Stanley Smith Barney in 1995 as a financial advisor in Tacoma, Washington. In 2002, I was promoted to branch manager of the Gig Harbor, Washington, office; I functioned as a financial advisor and branch manager. In 2002, I achieved the CERTIFIED FINANCIAL PLANNER TM professional certification. In 2005, I was promoted to the Silverdale office as a full-time branch manager.

Job Titles:

• Financial Advisor - Partner

I hold a degree in Economics from Duke University and studied at the College for Financial Planning prior to becoming a CERTIFIED FINANCIAL PLANNER™ professional. I guest lecture at the University of Puget Sound on behavioral finance and financial planning, and have taken advanced planning coursework on investments, estates, insurance, retirement, taxes, education, and employee benefits. Specialties include

Job Titles:

• Wealth Management Assistant

I was born and raised in Boulder, Colorado and recently graduated from the University of Puget Sound where I double-majored in Business Leadership and Economics. Perry and Conner certainly played a large role in piquing my interest in the Financial Services Industry; both were frequent guest lecturers in many classrooms I sat in at UPS. Listening to them speak about the lasting relationships they develop with clients while providing sound financial advice strengthened my belief that this was the career for me. My mission is to help clients confidently pursue their short and long-term goals, and I am so grateful for the opportunity to learn from such a great group of advisors who do just that every day! Away from the office, I love being involved in sports. Baseball will always be a part of my identity, and I hope to continue my involvement via coaching. . My other hobbies include golfing, biking, reading, and rooting for the Mariners! I am beyond excited to start this journey at Conestoga Wealth Partners and look forward to learning as much as possible while getting to know our clients.

Job Titles:

• Financial Advisor - Portfolio Manager - Partner

Born and raised in communist Poland, I immigrated to the U.S. in 1983. I began my career in the middle of the roaring '90s when the average investor believed it was her God-given right to consistently rake in equity returns of over 20 percent a year. Boy, how things have changed. Over the past several decades, I have helped families like yours to establish specific, measurable financial goals for the attainment of wealth-however, YOU define wealth, be it retirement with no compromise in lifestyle and personal dignity, the education of your children or grand-kiddos, leaving a legacy to your favorite charity, etc. My practice emphasizes comprehensive planning, asset allocation, and discretionary, fiduciary portfolio management. I can also help with income planning, education funding goals, structures for charitable giving, and estate planning issues. My network of trusted local professionals is deep and carefully cultivated. I joined Conestoga Wealth Partners in 2021 after a combined 25 years with UBS Financial Services and Morgan Stanley.

Job Titles:

• Client Service Associate

Hi! I have been serving in the capacity of Client Service Associate since November 1st, 2021, and truly enjoy working in the office and engaging with the advisors and their clients. I started out as a stay-at-home mom, raising three marvelous kids, Anthony, Christopher & Amber, before entering the work force in 2007. I started at UnitedHealthcare, working in the managed health care world for the next fourteen years. I assumed several roles during my time with UHC but always with an emphasis on customer-service. I am a people person and enjoy building relationships so being part of a client-centric office has really been an easy transition. When not in the office, I enjoy being home with my 3 cats, Junior, Calliope & Mimi, as well as tending to my flock of chickens. I have a mini-bantam rooster named Manny and eight hens. I am also an avid bird watcher which allows me to incorporate my other hobby of taking day trips to numerous state and national parks as well as several wildlife preserves in this incredibly beautiful state. I enjoy being outdoors and tending to my yard and having family & friends over for gatherings in the warmer months.

Job Titles:

• Financial Advisor - Partner

Today, trusted financial advice is more important than ever. As your financial advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you, so we can address your most important priorities with a comprehensive plan that helps put your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that's relevant to your life and focused on your financial success.

Job Titles:

• Client Experience Coordinator

I have been the Client Experience Coordinator here at Conestoga since 2019. I make sure our clients are well taken care of, that we are doing all we can to make their life easier, and that they feel how much we appreciate them. I also manage our marketing efforts, the many sponsorships we do for non-profits in our community, and a bit of client account management as well. I grew up in the Colorado mountains, lived for 20 years in Alaska, and have lived in Washington state since 2010. I was a stay-at-home mom for most of my kids' lives, then got a certification as a Nutrition Consultant and ran my own wellness business for over a decade. I have three grown and amazing kids who live nearby; Kodi, Kianne and Holly. I live and work from my home in Indianola with my dog Eva and 2 cats, Pepper and Dusty.