$500MM AUM | $4.2MM GDC in Seattle, WA
Member is Interested In:
Our goal is to help simplify the complexities of our clients lives through our various service offerings. We are at our core financial planners. We have a separate dedicated tax and accounting team which I believe adds tremendous value in the comprehensive wealth management space. I am always interested in meeting great people no matter what the eventual outcome. I am interested in succession plans, mergers, acquisitions, and other creative deals. Feel free to contact me about anything of interest. We have offices in Everett, Seattle, and Bellevue.