Client Relationship Associate
Dee joined Tahoma Advisory Group in October 2022 as Client Relationship Associate, a title she feels passionate about representing. She has been in client service roles throughout her career in the professional services industry. Her career included 21 years in the engineering industry as director of business development and communications, providing project/client pursuit strategy, marketing/branding communication development and management, and project management.
Dee was drawn to the firm because of their long-standing compassion to client service. She is excited to continue providing support in this role as an extension of the firm’s advisor planning and portfolio management services. In the role of client service, Dee helps with the implementation, coordination, and completion of client transactions.
When away from the office, Dee is spending time with her husband of over 30 years and enjoying time with family and friends.