Miranda is the Vice President and co-owner of the company. Since 2005 she’s managed the financial services operations, including creating financial plans, building portfolios, trading, setting up and maintaining accounts, and handling client requests. One of her favorite parts of the job is creating customized portfolios that screen for environmental, social and governance issues so the clients’ portfolios align with their values.
She graduated from Whatcom Community College with honors and received two Associates Degrees before transferring to Western Washington University and earning a Bachelor of Arts degree from the College of Business and Economics.