At the beginning of 2021, Heather and Jim were delighted to make official what had already been in essence a partnership of many months. As a result of the pandemic, they exchanged ideas and solutions on an almost daily basis, working together on different challenges posed by unprecedented times. Both experienced wealth managers in Baird’s Seattle office, they discovered they had common interests and were in agreement on how to best help clients manage their wealth and achieve their goals. While each Heather and Jim will continue to be the personal advisor for all of their original clients, by joining together their combined expertise and financial industry knowledge, they are confident that you will benefit from this partnership.

Learn more about the members of the Hewson Rock & Harkins Group below and please don't hesitate to contact us with questions or to explore a partnership.