With a passion for providing families with financial guidance, Vonie began her career over 30 years ago when she got her first job in the financial services field as a student intern. Since then Vonie has worked in virtually all aspects of the business, both on her own and within a team with the single objective of helping clients achieve their goals. Vonie holds a degree from the Jackson School of International Studies at the University of Washington and has Life, Disability and Long Term Care Insurance Licenses in the State of Washington. She is a graduate of the CFP® Certification Professional Education Program and holds the CERTIFIED FINANCIAL PLANNER™ certification designation.
Vonie lives on the Eastside with her husband, daughter, and orange tabby cat Milo, and enjoys cooking, gardening, traveling, and volunteering in the community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I love helping clients find creative solutions to complex financial situations.