Dalyce joined CVA Family Office at its inception in September 2016. As a Certified Financial Planner, she works with CVAFO clients to solve for retirement, cash flow, education funding, tax & estate planning, and other financial goals. Along with her colleague Matt Blackburn, Dalyce is also actively engaged through all phases of client relationships—from onboarding to account servicing, investment reviews and ongoing management of wealth issues. Her goal is to deliver a superior level of service and attention to our client families.
Prior to joining CVA Family Office, Dalyce was a Financial Planner with Key Private Bank, where she spent 7 years working with business owners, entrepreneurs and other high net worth individuals and families. A native of the Pacific Northwest, Dalyce graduated from Whitworth University in Spokane, WA with a degree in Sociology and Spanish. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2014.
In her free time, Dalyce enjoys running, hiking, biking, baking, reading, cheering on Seattle sports teams, travelling the world and speaking Spanish as much as possible.