3 Simple Steps to Better Financial Organization
Every New Year, many resolutions are made, and often, many get quickly broken. While commitments…
Myka has been with the firm since 2014 and serves as an advisor in our Reston, VA office.
She brings over 10 years of experience in the financial services industry, joining the team from a role at Sage Advisory Services, where she worked with independent and wirehouse financial advisors promoting separately managed accounts and exchange-traded funds.
In her current role, Myka collaboratively works with each of her clients to define their financial goals and design a comprehensive action plan that fits each of the client’s unique planning needs: retirement, taxes, insurance, and investments. In addition, Myka’s goal is to be a financial “quarterback” for her clients, coordinating with each of their other service professionals like attorneys, insurance agents, and accountants to help consolidate and simplify their lives.
Internally at Wealthspire, Myka is active in the Diversity, Equity, Inclusion, and Belonging (DEIB) Committee. When not working, she loves gardening and traveling with her husband to her hometown in West Texas to visit family and friends and attend Texas Tech football games.
Previous Experience
- Senior Client Associate at Bronfman Rothschild
- 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
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
More from Myka
