Our People

Quality Independent, Unbiased, Financial Advice and Wealth Management

-Employee Owned Since 1985

 
 
 
 
Elizabeth A. Boone, RP

Elizabeth Boone, RP®

Executive Director


Elizabeth is our Executive Director and has been awarded the Registered ParaplannerSM (RP®) designation by The College for Financial Planning. She handles the most difficult client service and administrative tasks and manages the firm's finances. For over 15 years Elizabeth was a medical library specialist and she brings her organizational, research and computer skills to this position.

Liz was in the Honors Program at the University of Washington, where she majored in English. Her favored role is working with clients and building long-term friendships. Her hobbies include knitting, traveling, cooking, backpacking and incredible amounts of reading. Liz and Michael have been married since 1989.



Me & My Family Travels & Adventures My Hobbies


Social Media

 

The MWBoone Blog

September 27th, 2016 - Five Forecasters: Few Warning Signs

September 1st, 2016 - Corporate Beige Book

June 24th, 2016 - Overcoming a Wall of Worries





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