Our team
Over the years, we have built a team of experienced money managers who understand that our goal is client peace of mind. Our entire group of professionals includes financial advisors, certified public accountants, tax specialists, client service representatives, research analysts, support service professionals, education specialists and portfolio specialists. Each client has a money management team made up of financial advisors, certified public accountants, and client services available to them at all times to answer their questions or guide them in the right direction.
Want to learn more about our team? Choose a category below:
» Executive Team
» Education Team
» Research Team
» Money Managers
» Support Professionals
» Client Services
Interested in joining our team?
Learn more about what we are looking for in a team member and check out our open positions.
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Free Initial Consultation
Interested in meeting with one of our money managers for a review of your financial goals?
Click on the city name to register or view the schedule, complete with full descriptions of our free workshops.
The ALL NEW Live it Up Without Outliving Your Money
Federal Way, WA 5/14/2008
Berkeley, CA 5/17/2008
Portland, OR 5/20/2008
Edmonds, WA 5/22/2008
Mercer Island, WA 5/28/2008
Bellevue, WA 6/21/2008