Meredith Mitchell
Advisor Assistant
meredith@consilium-financial.com
360-714-3388
Guiding you through the process.
Helping others is something I truly enjoy. Planning for your financial future can sometimes feel overwhelming. I work alongside your advisor to help make the process as easy as possible. From gathering and filling out paperwork, to making sure all the details are monitored and completed, I am here to help make the process easy for you!
Reach out to me if you have questions regarding:
- Online access and going paperless
- Consolidating your Mailed Statements
- General account updates and questions
About Me:
I grew up near Seattle then moved to Bellingham to attend Western Washington University where I earned my degree in Business Administration/Finance. I was lucky enough to land a store management position just out of college and began my first life selling shoes. Between the store and playing soccer, I met many friends and great Whatcom County folks, including many of you!
After tiring of retail hours, I enjoyed my time with two local companies working in customer service, program management and sales support roles. Much of that time was spent learning systems and migrating to new ones. That experience helped us all transition from Waddell & Reed to LPL!
Outside the office I have spent time volunteering on homeowner, soccer, and PTA boards, typically as Treasurer.
In my free time I enjoy playing soccer, hiking, traveling, and spending time with friends and family including my husband and two teenagers.
If you have questions, let's connect.
