Call Us Call Us
Call us Toll Free Today! (800) 782-2136
Building lifelong relationships rooted in performance and trust
Home » About Us » Our Staff

NW Tax & Wealth staff

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 Cross

Director of Operations

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.



Executive Assistant

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 Memarian

Accounts and Operations

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 Benton

Client Experience Specialist - Vancouver

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 Stringer

Client Experience Specialist - Clackamas

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 Baffaro

Administrative Assistant

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 Mercer


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.

No-Obligation Meeting

Request a no-obligation meeting today with us to discuss your financial future!

Request a Meeting
about nw tax & wealth advisory
meet the team
Our mission is to help retirees or those approaching retirement reach their financial goals so they can enjoy a peaceful retirement.
Learn More About Us
Educational Videos
Watch these educational videos and unlock the mysteries of annuities, learn strategies for protecting assets from taxes and what you should know before hiring an advisor.
Watch Now
radio show
You can listen to our radio program weekly on Saturday and Sunday.  Check our Radio Show page for times and stations and prior recordings.
Listen Now
Privacy Policy | Terms of Use

NW Tax & Wealth Advisory Group, Inc. is an investment adviser and insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. NW Tax & Wealth Advisory Group, Inc. may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.