Wealth Advisor

Sterling Monroe



  • Education
  • Western Washington University
    Bachelor of Arts
    Business Administration, Finance
  • College for Financial Planning
    Certified Financial Planner(™)

Joining the firm in 2011, Sterling is involved with many facets of the business, including advising clients in asset management, financial planning, and life insurance. He is also very active in the investment research and trading. He’s always eager to assist clients with questions and concerns, hoping to make every encounter a positive one.

Q & A

Why do you love what you do?

I want to help people. Dealing with finances can be stressful and exhausting when we are already trying to deal with the complexities of life. I want to do what I can to help people make the right decisions when it comes to planning for their future. I also really enjoy getting to know our clients – everyone’s story is different and unique, and it’s great tailoring advice for their specific situation.

What do you love to do outside of work?

When not helping clients, I really love spending time with my wife, Michelle, and playing with our son, Tommy, and daughter, Maisie. I enjoy getting outside with them as much as possible, hiking, camping and biking.

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