About Polly

Polly has been in the financial industry since early 2014. She is passionate about helping clients and advisors reach new heights and becoming better versions of themselves. Polly has seen the good, the bad, and the ugly of the financial world, and she strives to help others have a healthy relationship with money and feel confident of their planning. 

In her career, Polly has served in a variety of capacities including running an advisor practice, recruiting new talent, designing systems and processes, and coaching and mentoring advisors and interns. Polly also has participated in national leadership programs as well as several national and regional committees. 

Polly obtained her MBA from Willamette University in Salem, Oregon in 2013. While at Willamette, Polly met her husband, Mark. The two married in 2015. Together, they have two children, Owen and Maddy. Polly and Mark are avid Seahawk and Blazer fans and have a goal to watch the Seahawks play at every stadium across the country. Polly enjoys taking an active role with her kids, including coaching them in their favorite sports.

CRN202602-3851997