Olivia Loomis, QKA
Trust Advisor Walla Wallaloomiso@bakerboyer.com (509) 526-1309
- QKA, Qualified 401(k) Administrator, American Society of Pension Professionals and Actuaries
- B.A., Communication, University of Washington
Olivia is from Tacoma, Washington and joined Baker Boyer Bank in 2016 after working in the wine industry. The women in her life taught her the importance of financial security. Her passion for sharing this lesson with others is demonstrated through her work helping clients navigate the complicated world of employee benefit and retirement plans.
Taking the stress and complication out of setting up a retirement plan is of utmost importance for Olivia. She works closely with business owners to open, implement, and maintain the best employee retirement plans for their situation. She also helps individual clients with their wealth management needs and particularly enjoys watching their legacies grow.
Olivia is active in the local PTA and supports Walla Walla Campfire After School Program.