Nelly O. Mubashi
MSF, CRPS® — Chief Operating Officer
Nelly has been with the firm since it first began operations in 2008. She has over 11 years of industry experience. Nelly is the firm’s COO and supervises all back office and sales staff. She is also the firm’s Compliance Manager and works closely with Greg Headrick to implement the firm compliance policies and procedures.
Nelly has a Master’s of Science in Finance from Seattle University. She graduated with honors from Seattle University and is a member of Beta Gamma Sigma, a national business school honor society. Nelly also holds the CRPS designation (Chartered Retirement Plan Specialist) from the College for Financial Planning and is the firm’s retirement plan specialist. Nelly is fluent in Spanish.