As a Co-Founder and Financial Advisor for Trinitas Wealth Partners, MaryKate is focused on helping clients develop and manage custom financial plans tailored to their personal goals, needs, and concerns. She partners with clients to ensure their investments align with the stated goals and works collaboratively to manage, change, and enhance their financial plans throughout their lives as goals and priorities change.

MaryKate is passionate about empowering others to achieve financial freedom. She has a penchant for creating comprehensive wealth strategies that are goal-oriented, consolidated, and simplified. Before launching Trinitas Wealth Partners, MaryKate served as a financial advisor for Edward Jones. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 2023.

MaryKate graduated from Washington State University with a bachelor’s in business, double majoring in marketing and management operations.

MaryKate invests her energy in family, community, and various hobbies outside the office. She can often be found with a few, or all, of her ten siblings and five nieces and nephews at a weekend barbecue or the beach. She loves exploring new places and enjoying the outdoors, cooking with new recipes, feeding her coffee obsession, barre3 classes, acrylic painting, and reading mysteries. MaryKate also gives back to the community through involvement in multiple volunteer organizations, which in the past have included Kiwanis International, Children’s Cancer Association, Doernbecher Children’s Hospital Foundation, National Amputee Coalition, and Chamber of Commerce.

Daniel has been fascinated with the world of investing from a young age. Rather than spend the little money he earned, he was motivated to save it for something special and memorable; be it a family vacation or college. He pursued a degree in Finance and Financial Management Services from Washington State University, where he further developed the foundation of sound financial principles and investment practices he relies on today.

Daniel began his career as a financial advisor at Edward Jones, leading a branch for six years. During that time, he learned the ins and outs of the industry and the importance of client service.

Coming from a family of 11 children, the family has always been essential to Daniel’s life. As an uncle, he loves spending time with his growing nephews and nieces. In addition, he enjoys nearly any outdoor activity, whether fishing, hiking, shooting trap, or golfing. Daniel especially loves cooking good food and making espresso.