The team at NW Tax & Wealth Advisory Group, Inc., is comprised of experienced professionals with diversified areas of expertise. Each team member is committed to providing superior, comprehensive solutions to fit your particular needs and meet your specific financial goals.
Jamie has been in the financial services business since 1996 and with the firm since 2003. She currently oversees the day-to-day operations of our business processing and client services. She is a graduate of the University of Portland with a Bachelor of Science in Communication Management and holds her life and health insurance license.
When she is not serving our clients, she enjoys spending time with her family, travelling, and exploring the great outdoors.
Esther provides the valuable service of ensuring our office appointments operate efficiently. If you schedule an appointment with one of our Advisors chances are you will do so through Esther. Additionally, she brings a personable touch with a strong desire for our clients to feel welcomed, honored, and valued.
Julie is a part of the Accounts and Operations department coordinating the day-to-day operations of opening new accounts and maintaining current accounts. She manages the client relationship by working closely with clients from the initial transfer of assets to various investment directives. Julie is a graduate of Kansas State University with a Bachelor of Science in Human Resource & Business Management.
When she is not helping our clients, she makes time for hiking, skiing, golf, tennis, and watching her son play sports.
Elizabeth worked in customer service for over over 13 years before joining NW Tax & Wealth Advisory Group. She felt as though the team environment and commitment to clients was exactly the right place for her. Collaborating with so many talented and caring minds each day has helped her grow professionally while also enjoying her work.
Elizabeth assists with office management, building client relationships, as well as many different aspects of administrative support. She graduated from Northern Illinois University with a B.A. in both Cognitive & Learning Development Psychology.
In her spare time, Elizabeth loves working out and exploring the outdoors, especially visiting new trails and scenic heights. She also enjoys practicing yoga, living a holistic lifestyle and creating both digital and physical art.
Nicola has an extensive background in recruiting, office management and administrative support. She enjoys meeting new people and building personal relationships with clients.
In her free time, Nicola enjoys spending time with her family and enjoying the outdoors.
Tamee supports the NW Tax and Wealth team as an administrative assistant. She works closely with the Accounts and Operations department. Tamee has been in the financial services industry for 16 years. She has a Bachelor of Science degree in Psychology from Oregon State University.
Tamee is married and has 3 children. In her free time she enjoys spending time with her family and playing tennis.
Elaine supports the marketing efforts of the business by pulling from her experience in traditional and online marketing. Her focus is to help retirees and the soon-to-be-retired find us and to ensure we connect with those who reach out to us for information. She is a graduate of Sonoma State University with a Bachelor of Science in Business Management/Marketing.
When not involved in marketing activities for NW Tax & Wealth Advisory Group, Elaine enjoys time with her family, (including two kids and 2 dogs), volunteering at the local youth soccer club, and cheering on her kids from the sidelines.