I’m excited to introduce Theresa Trinidad, who just joined our Seattle-area office! Theresa specializes in high-net-worth and trust planning, bringing a strategic approach to complex wealth management.
She’s also deeply passionate about ESG and Sustainable Investing, helping clients align their portfolios with their values.
Although she’s based in Seattle, our practice is fully virtual, allowing Theresa to work seamlessly with clients across the country.
Please join us in welcoming Theresa—she’s looking forward to getting to know everyone!