Nayeli supports the work of LNWM client advisors and analysts in cash and account management, client documents and reports and ensuring compliance with all security measures and protocols. Prior to joining LNWM, Nayeli worked in client account management at Edelman Financial Engines, a registered investment advisor. She greatly enjoys learning new things daily and using that knowledge to help simplify and optimize client finances.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration and Fine Arts
Central Washington University