Review investment accounts, Custodian statements and tax documents, Communicate with team
Secure access to your account information through Charles Shwab
All-in-one financial dashboard for guided clients powered by Betterment
Interactive Retirement Planning, Account Aggregation
Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor
Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor
Client Relationship Manager
(425) 361-0704
Shanice has spent the last 10 years building strong client relationships, optimizing operational processes, and, most recently, ensuring regulatory compliance within the wealth management industry. Throughout her career, she has come to appreciate the value of personal connections and their impact on achieving outstanding outcomes. Strong client and employee experiences are the foundation of any successful business, and she is dedicated to creating environments where both thrive.
Outside professional endeavors, Shanice is a active volunteer serving as a Volunteer Advocate for the Kirkland Police Department’s Domestic Abuse Response Team. She is passionate about positively impacting her community and fostering growth and development.
