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

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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