Meet Your Team
Our Client Service team provides the operational support that keeps everything running smoothly—from account maintenance and transaction processing to document management and administrative coordination—allowing our Relationship Managers and Advisers to focus on serving clients.
Emily Schwartz
Director, Client Services
A Seattle native, Emily brings over fifteen years of experience in the financial services industry to her role at WaFd Wealth Management where she serves as Director, Client Services. After earning a Bachelor of Science in Finance from Santa Clara University's Leavey School of Business, Emily began her career at Merrill Lynch in 2010 as Wealth Management Specialist, later joining Morgan Stanley in a similar capacity. With a passion for designing thoughtful processes and delivering an exceptional client experience, Emily is dedicated to building strong, lasting relationships and takes pride in helping clients feel confident and supported throughout their financial journey. Outside of work, Emily enjoys attending live theater performances, road-tripping through the Pacific Northwest, and exploring Seattle's vibrant restaurant scene.
Mollie Connelly
Client Service Specialist
Mollie supports the Operations Department with a broad range of responsibilities that contribute to the organization's efficiency and seamless workflows. Born in Maryland and raised in a Navy family, Mollie spent a significant portion of her youth in Kauai, Hawaii, and brings a unique global perspective to her role. She holds a Bachelor of Arts in Communications from George Mason University and relocated to the Seattle area in 2022. Mollie's professional background in hospitality positions her well to serve WaFd Wealth Management clients. Outside of work, she enjoys staying active, traveling (a lifelong passion), and discovering new restaurants both locally and during her adventures.
Brooklyn Jimeno
Client Service Specialist
Brooklyn supports the Operations Department with a wide range of responsibilities that help ensure smooth and efficient workflows across the organization. Originally from Las Vegas, Nevada, Brooklyn relocated to Washington in 2012 and later earned a Bachelor of Science in Business Administration as well as a Bachelor of Arts in Public Relations from Washington State University. Outside of work, Brooklyn enjoys reading, staying active through fitness, snowboarding, and spending time with her cats.