With more than 22 years of experience in financial planning and investment management, I have the accumulated knowledge and perspective to help you with your financial goals. In my career, I have brought my clients through the highest stock market valuations as well as four of the largest market downturns of the past several decades. I understand the dynamics of wealth, how to balance individual financial goals with the complex market forces and how to adapt portfolios to the everchanging conditions in order to achieve the holistic wealth management experience that my clients need and desire.
As your life and needs as an investor evolve, you will need customized strategies to fit your specific financial situation. It is a true privilege to offer a boutique wealth management approach, which will free you up to do the things you want to do. With our thorough process, you can harness our ability to organize your wealth, realize your goals, secure your future and extend your legacy.
As founder of Wasser Wealth Management, aligned with Raymond James, one of the largest independent financial services firms in the nation, I look forward to my next chapter in the wealth management industry. This new endeavor allows me to offer clients some of the industry’s most comprehensive resources, true customized strategies and a high level of service.
I am proud of my industry accomplishments. In addition to serving in an advisory role for the Edward Jones Investment Policy Committee for three years, I also attended all of the Edward Jones Women’s Conferences, an annual event that recognized the success of the firm’s top female financial advisors across North America.* I also found time to serve in several regional leadership roles during my career, to include the client solutions leader, a role coaching regional financial advisors to improve their client experiences.
I am a strong proponent of giving back! I support many organizations like the Alzheimer’s Association, the American Cancer Society and the Parkinson’s Foundation. I also enjoy giving back to the community as a former president and current member of the Rotary Club of Pleasant Hill, and board member of the Pleasant Hill Rotary Foundation.
I earned a bachelor’s degree from Colorado State University. I hold the AAMS® professional designation and CFP® certification, which are granted by the Certified Financial Planner Board of Standards, Inc.
In our spare time, my husband, Nathan, my daughter, Mackenzy, and I enjoy horseback riding, dining out, travel and spending quality time together.
My passion for this business centers around helping people restore vital balance and financial strength through life’s many transitions, such as selling a business, changing careers, losing a loved one, getting married, being divorced, changing health and planning retirement. It truly is all about the people in this business, I am blessed to be a part of my client’s lives!
* Membership was based on fiscal year production and required an advisor to be one of the top 250 women financial advisors in the firm. Re-qualification was required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee was paid in exchange for this award/rating. Raymond James is not affiliated with Edward Jones.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wasser Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.