Money Matters and Mimosas

Join us for food, fellowship, and financial fluency. Whether you are a graduating senior exploring your first professional benefits package, a mid-career professional aiming to optimize your wealth, or a retiree building a lasting estate plan, this session offers valuable insights for every stage of life.

Kathleen is a financial advisor for Thrivent Investment Management, Inc. She takes pride in helping individuals, families, entrepreneurs, and small businesses to be wise with money. She provides personalized financial guidance to people at all stages of life. Kathleen will set the context for the Money Matters and Mimosas conversation as she frames our financial conversation through the lens of what matters most to you. Money is not just about numbers. Money is a tool to support your deeply held values.

Bobbi is Chief Strategic Partnerships Officer at the University of Idaho, where she builds relationships and partnerships with industry & connects alumni and donors with the UI College of Engineering in ways that are most meaningful to them. Bobbi is a member of PLU’s HIVE Leadership Team and will moderate our Money Matters and Mimosas panel.

Cady will graduate from Pacific Lutheran University (PLU) in December 2026 with a major in Political Science and minors in Pre-Law and Dance. A dedicated student leader, she serves as a PLU Student Advocacy Fellow alongside several of her fellow Lutes. Cady recently authored a campaign letter for PLU’s annual Bjug Day of Giving, highlighting the core value of “care for others.” During Money Matters and Mimosas, she will share what it means to belong to “a community that cares” and help current students discover how they can plan ahead to keep this meaningful tradition alive for future generations, your family, and your community.

Lisa is the Deputy Superintendent for Tacoma Public Schools, where Human Resources is one of several operational departments under her leadership. A longtime educator with a Ph.D. in Educational Leadership, Lisa previously served as Assistant Superintendent of Human Resources and brings extensive experience in compensation analysis, salary placement, employee negotiation, and helping employees understand and maximize their full compensation and benefits packages. A proud PLU alumna, Lisa is especially excited to be back on campus and part of this conversation. Her connection to PLU continues today, as the youngest of her five children is currently a Lute!

Ali is the CEO, EA, and Owner of Financial Insights Wealth Management (FIWM), a Pacific Northwest-based regional Registered Investment Advisor (RIA). Founded in 1981, Financial Insights has been woman-owned and operated for more than 40 years and is one of the first Certified B Corporations in Tacoma, Washington. Under Ali’s leadership, the firm has been recognized as one of the nation’s fastest-growing RIAs and one of the largest independent RIAs in Washington State. In 2022, Ali was recognized as one of InvestmentNews’ 40 Under 40 honorees.

Emma is an estate planning, trust, and probate attorney at Gordon Thomas Honeywell. Emma’s passion is helping clients craft comprehensive estate plans that meet their unique personal, charitable, and family needs. She understands that a quality estate plan ensures loved ones, legacy, and priorities will be cared for into the future. Emma believes that a well-structured, comprehensive plan brings not only clarity and security but also a profound sense of relief to her clients. Specializing in wills and revocable trusts, lifetime gifting, the creation and administration of irrevocable trusts, and pre- and post-marital agreements between spouses, Emma also guides families through the nuances of the probate process.

Have questions? Contact Lauralee Hagen
Phone: 253-535-7203
Email: hagen@plu.edu