Vercio will support the firm’s market and economic research, and financial planning process. Specifically, she will analyze equity and fixed income investments for the firm’s $100 million client portfolio, while analyzing individual client financial positions and making recommendations.

Vercio was previously an intern with Morgan Stanley Smith Barney . She was also a founding member of the student investment club at Seattle Pacific University, where she is currently a candidate in the Certified Financial Planner program.

Synergetic Financial Management specializes in financial management, business valuation and consulting, and mergers and acquisitions including commercial real estate investments. It serves individuals and mid-sized and large businesses.