She believes that proactive financial planning can help clients simplify their lives.
Joined Lido: 2019
Homebase: Chicago
Professional Focus: As a Senior Vice President and Senior Wealth Manager at Lido, Sierra provides investment guidance and financial planning advice to high-net-worth individuals and families.
Education: B.A., English, University of Oregon
Previous Work Highlights: Sierra started her career in the multi-family office space at Bessemer Trust in San Francisco. She has also worked for SignatureFD, a financial planning firm based in Atlanta.
Personal Facts: In her spare time, Sierra enjoys golf, international travel, and group fitness classes.
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