EDUCATION
- University of Alaska Anchorage, BA Business Administration in Management
CERTIFICATIONS
- Financial Paraplanner Qualified Professional™
- Registered Financial Consultant®
Sierra Steele
Associate Financial Advisor
Sierra joined the team in January 2024 as an Associate Financial Advisor. She brings several years of finance industry experience and a passion for helping people.
Sierra stared her professional journey in the medical field, earning her Associates of Science, Pre-Nursing Certification, and became a Certified Nursing Assistant. However, her path changed when she discovered that her excitement for spreadsheets, problem solving skills, and a passion for helping people were not pieces of different puzzles. She took an entry level position at an advisory firm and continued to develop her financial skills. Sierra earned her bachelors degree from the University of Alaska Anchorage (UAA), Financial Paraplanner Qualified Professional (FPQP) and the Registered Financial Consultant (RFC) designations.
See designations page for more information on the FPQP® and RFC®