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Shilo M. Lockett

President
Trees

Shilo holds the reins of daily operations at CWM and provides strategic leadership, planning and broad executive management to achieve the firm's strategic objectives. She develops industry partnerships and client communication programs, such as workshops, newsletters and mailings; manages strategic operations and training for the CWM team members; and oversees the integration of new services and technology. She takes extreme pride in the CWM team's fiduciary responsibility to their clients, and her goal is to continually improve the client experience and provide the highest level of client service. 

Shilo joined the CWM team in August of 2003 and has been instrumental in the firm's development over the last 17 years. She graduated from Washington State University with a bachelor’s degree in decision sciences and minors in English, management and psychology. Shilo started her career in the hospitality industry creating e-commerce and promotions for high-end boutique hotels and conference centers. She has served on several non-profit boards, including her former Rotary Club of Lynnwood, and is currently a member of Vistage.

Outside of Work

Shilo currently resides in Bothell with her husband, their adorable sons, and two furry felines. While raising two boys leaves little time for any major hobbies outside of work, she enjoys spending time with friends and family, gardening, volunteering, cooking, snow shoeing and one day hopes to ride horses again on a regular basis.

Designations/Certifications

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Tax Planning and Strategy
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Market Insights
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“Being with horses has taught me quite a bit about leading an organization,” said Shilo Lockett, president and member of CWM. “When you come down to it, you can't force a 1,500-pound animal to do what you want—it's about partnership and communication. The same principles apply to working with people. You have to be calm when you're working with horses, no matter what your day has been like. To me, riding is like yoga.”   

- Shilo M. Lockett
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