Lily is an Associate Wealth Planner who works closely with Composition’s advisors to build and implement personalized financial planning recommendations for their clients. Her comprehensive, behaviorally informed approach to planning helps clients feel empowered, confident, and ready for whatever lies ahead.
She brings three years of experience in the financial planning field, and held prior roles at Merriman Wealth Management and later Focus Partners Wealth. There she directly supported multiple advising teams serving high-net-worth clients.
Lily graduated from the University of Michigan with a bachelor’s degree in economics. She is currently working towards obtaining her Certified Financial Planner® (CFP®) designation. Outside of work, Lily loves cheering on Michigan football and Detroit area sports teams, going to the gym, and spending time with her partner and their cat, George.
Active licenses:
- Series 65
Fun Facts
- Lily's pride and joy is her yellow Toyota FJ Cruiser, which she has been working on restoring over the last few years and can occasionally be spotted at car shows around the city.
- She grew up playing the oboe and loves attending live music events of any genre.
- She loves to explore new travel destinations and has recently discovered how much fun cruises are - she is currently at six cruises and counting!
Location
- Seattle, WA
