Lettie received her Bachelor’s degree in Business Management from Western Washington University along with her Social Media Certification from the Bellingham Technical College. In 2013, Lettie started her career in finance working at a local financial planning firm where she grew into the position of Marketing and Client Development Director. She manages all matters to do with client relations and community involvement. Lettie has a multitude of licenses and registrations including her Washington State Life and Disabilities Insurance license, Securities Industry Essentials certificate, Series 7, and Series 66. Her commitment to our clients, attention to detail and organizational skills has been a tremendous asset to the firm.

On a personal note, Lettie pursues many hobbies. She enjoys world travel with her family and friends, culinary arts, golf, Pilates, and spending time on her blueberry farm with her husband. Additionally, she volunteers as the Vice President of the GHawk Foundation serving to help our local community.

Phone: 877-739-6007

Fax: 877-369-9308

Email: lettie@capstonewealthadvisors.com

Contact Lettie
Contact Lettie