Olympia, WA

Stacie R. Nemetz (CRD#4796055) was born in 1971 in Edmonds, Washington, raised in Olympia, Washington, and graduated from high school at Charles Wright Academy, Tacoma, Washington in 1989.  After graduating from Loyola Marymount University with a Bachelor’s of Science in Accounting in 1993, she began her professional career at Trust Company of the West on the emerging markets fixed income and trading team.  Ms. Nemetz spent three years at Western Asset Management’s client service team.  She was then employed by Oaktree Capital Management, LLP for 13 years rising to the position as Vice-President on Oaktree’s Relations team.  Ms. Nemetz spends 100% of her time in whole-life financial planning, including investment management.

When Stacie is out of the office she is keeps busy with her family and two dogs. Look for her in a yoga or spin class or with a tennis racquet in her hand.

Laura Carlson graduated from George Fox University, graduating with a degree in Accounting and Business Administration. Following that, moved on to Golden Gate University where she obtained a Master of Science in Taxation.

Her primary activity has been in the taxation area. Her taxation skills have been applied and integrated into all areas of the firm, including the financial planning team. This holistic approach provides maximum benefit to our clients on a fee-only basis.