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Marisa DiLorenzo  Davidson

Marisa DiLorenzo Davidson

Partner

With 18 years of experience, Marisa became passionate about financial planning watching her family go through a very complex estate planning situation which involved a beautiful property in the Pacific Northwest, a 103 year old great grandmother, and 5 generations of family. She is now an advocate of financial education and has dedicated her career to helping others achieve their financial goals. As a Certified Holistic Financial Coach, her process helps clients navigate their assets, discover what their assets can do for them and implements strategies to help them reach their goals.

Marisa, her husband Mike, and their daughters enjoy hiking, golf, Husky football, and chasing their dogs around the dog park.

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