Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience as a wealth advisor to families, individuals, and institutions in the Pacific Northwest. Bo works directly with clients to provide a full complement of advisory services. Prior to joining Beacon Pointe, Bo held senior wealth advisory and leadership roles for fifteen years at BNY Mellon Wealth Management and nine years at Morgan Stanley in Seattle. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s prestigious 40 Under 40 in 2017 for her contribution to the business industry and the community. Bo is actively involved in the local community as a Board of Trustee of the United Way of King County, a member of the Finance Committee at the Washington State Opportunity Scholarship, and a member of the Professional Advisory Committee at the Fred Hutchinson Cancer Center. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.

Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the CERTIFIED FINANCIAL PLANNER® (CFP®) exam as well as an active member of Beacon Pointe’s Women’s Advisory Institute. In her spare time, she loves running, kayaking, and anything that involves exploring the great Pacific Northwest with her husband and daughter.

Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.