Myka joined the firm in 2015 through the acquisition of Highline Wealth Management, and currently works as a Senior Advisor Associate based in the firm’s Reston, VA office. Previously, she served as a regional consultant for Sage Advisory Services working with independent and wirehouse financial advisors, promoting separately managed accounts and exchange-traded funds. Myka has over eight years of financial industry experience. She supports directors and advisors in all aspects of client relationships and firm-wide initiatives, in addition to coordinating the firm’s internship program.
Previous Experience
- Analyst at Highline Wealth Management
- Regional Consultant at Sage Advisory
- Retirement Plan Services Specialist at Charles Schwab
- Bank Teller at Wells Fargo Bank
Education & Credentials
- BS, Texas Tech University, Personal Financial Planning
- Certified Financial Planner™
- Series 65 license