We Are Growing!
When we formed De[fi]ned Wealth Management, it was really a business in the making for over the last 36 years. We’ve had two major goals from the outset: 1. Help clients achieve their [financial independence] and 2. Be the last firm our clients (and their families) ever have to hire. In our minds, these goals will be met by continuing to expand our collective skillset and addressing the business continuity question by hiring the best and brightest people now and in the future.
To that end, we are very pleased to announce that we have added Alix DeMartino to our firm as Director of Financial Planning / Senior Wealth Advisor effective October 1, 2021. She brings with her considerable financial and estate planning knowledge, with more than 10 years of experience. Prior to joining De[fi]ned, Alix was a Financial Advisor for a fee-based advisory firm, where she served clients with a range of financial needs. In addition to her work with clients, she also oversaw the firm’s planning process, investment management, and practice operations. Prior to that she was practicing attorney for an estate planning firm where she helped clients and their loved ones fulfill their estate goals and objectives.
Alix obtained her undergraduate degree from the University of Rhode Island, Magna Cum Laude in 2007 (Go Rhody!) and went on to complete her Juris Doctorate degree at Syracuse University in 2010 and her CERTIFIED FINANCIAL PLANNER(R) certification in 2019. She maintains her law license with the state of New York, as a non-practicing member.
As a recent transplant from NY, she is very excited to get out and explore all that the Pacific Northwest has to offer. An avid hiker, snowboarder, and runner, you can be sure to find her outside when she’s not in the office. That is, when she’s not testing out all the taco and arepas spots in the area. Recommendations welcomed! We’ve already shared with her that Portland is winning national accolades over New York in the pizza department.
Please feel free to say hi and join us in welcoming her to the De[fi]ned team!