Joleen Powell

Joleen Powell

Director of Planning & Client Servicing

A native of Tacoma, Joleen moved to Seattle to earn her bachelor’s degree in Business Administration from the University of Washington. She began her career in financial services in 2012, and has been an integral part in building our team and firm. She specializes in providing support for the creation of customized financial plans for clients. In her spare time, Joleen enjoys traveling internationally, wine tasting, snowboarding, and spending time with her family.