My Story
As a stockbroker, investment executive, financial advisor or educator since 1985, I have worked to empower clients to make the best financial decisions for their own priorities. My advising philosophy is firmly in the "Guide on the Side" camp in the tradition of educators, rather than the less collaborative "Sage on the Stage" approach. My preference for the role of coach and advisor led me to ultimately form Twight Financial Education in 2011.
I provide financial education, training and consulting to both individuals and businesses through several professional roles:
As a stockbroker, investment executive, financial advisor or educator since 1985, I have worked to empower clients to make the best financial decisions for their own priorities. My advising philosophy is firmly in the "Guide on the Side" camp in the tradition of educators, rather than the less collaborative "Sage on the Stage" approach. My preference for the role of coach and advisor led me to ultimately form Twight Financial Education in 2011.
I provide financial education, training and consulting to both individuals and businesses through several professional roles:
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My broad experience leads to a variety of projects with clients from advising new college graduates on balancing short-term and long-term priorities to addressing the question, "Do I have enough?" Some of my favorite client engagements involve financial planning, retirement planning, employee 401(k) education, and investment allocation planning. As a fee-only financial planner (paid only by my clients), I do not sell any investment or insurance products. This allows me to offer unbiased, independent advice and knowledge while working with you on your goals and dreams.
Little known tidbit: My Strengths Finder themes are Activator, Belief, Input, Intellection, and Learner.
Community Service
Public service and volunteerism are core values for me. I served on the Washington State Board of Education for four years and as a United Way of King County Loaned Executive in 2005. These experiences led me to volunteer on two local workforce development boards, and the executive board of the League of Women Voters of Seattle-King County. I am a proud lifetime member of the University of Washington Alumni Association, the Girl Scouts and the American Association of University Women.
I have been on the Board of Washington Jump$tart and I am a general member of Financial Education Public Private Partnership (aka FEPPP). I have been an active member of the Emerald City Toastmasters Club in Seattle since 2009. I also served as a Foundation Board member of the Bayview Homes Retirement Community from 2017-2019. One of my very first volunteer committees was with United Way of King County in the 1980's.
Public service and volunteerism are core values for me. I served on the Washington State Board of Education for four years and as a United Way of King County Loaned Executive in 2005. These experiences led me to volunteer on two local workforce development boards, and the executive board of the League of Women Voters of Seattle-King County. I am a proud lifetime member of the University of Washington Alumni Association, the Girl Scouts and the American Association of University Women.
I have been on the Board of Washington Jump$tart and I am a general member of Financial Education Public Private Partnership (aka FEPPP). I have been an active member of the Emerald City Toastmasters Club in Seattle since 2009. I also served as a Foundation Board member of the Bayview Homes Retirement Community from 2017-2019. One of my very first volunteer committees was with United Way of King County in the 1980's.
Personal - Although I have lived in a log cabin in a national park, I have lived in Tacoma or Seattle most of my life, with two years in Prague, Czech Republic. Members of my immediate family also live in the Seattle area and I enjoy spending time with them, attending live arts programs, training for half-marathons and occasionally teaching group cycling.
As Seen In
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