Julie Prince began her financial services career in 1989, following five years as a commercial banker. Her firm specializes in working with closely held business owners and executives. They collaborate with clients designing their own unique financial plans, creating, preserving and transferring their wealth to those they care most about. In addition, Prince Financial Services offers group benefits, retirement plans and employee incentive and retention plans.
Julie is a highly regarded expert in the financial services industry, speaking locally and nationally to peers and the public. She has been featured and quoted in many industry publications as well as the financial press.
Julie graduated in 1984 from Gonzaga University with a Bachelors of Arts degree in International Business. She has earned her professional designation from the American College in 1998 as a Chartered Life Underwriter.
Julie is a perennial qualifying member of the Million Dollar Roundtable and has qualified for many years for the Top of the Table. She is also a member of many other industry organizations. She is a past board member of the Estate Planning Council of Seattle and has served as the Chair of their annual continuing education seminar, as well as volunteering for many non-profit charities benefitting women, education, children and the financial services industry.
Julie has a daughter, Delaney in college and significant other, Kurt. She enjoys travel, cooking and entertaining, golf and spending time with family and friends.
David started his career as a financial advisor in 2006 after graduating from Washington State University with a Bachelor of Arts in Business Administration and Marketing. David is passionate about developing a deep understanding of his client’s financial goals and needs, and thrives on the challenge of finding unique, creative solutions to accomplish those goals always looking to increase leverage while minimizing taxes.
In 2018, David merged his practice with Prince Financial Services giving his clients access to added depth of planning services while continuing to focus on providing the firm’s clients the highest level of service.
David holds his FINRA Series 6, 63, 65 and 7 licenses as well as his Life, Heath, Disability and Long-Term Care licenses.
Away from the office, David loves spending time with his wife Caitlin and their two children, Cameron and Grady. As a family, they stay busy boating on the Puget Sound, swimming, playing at the park and spending quality time with family and friends. They enjoy traveling, especially escaping Seattle winters to visit family in their favorite destination, Maui! Dave also enjoys playing tennis, working out and cheering on his alma matter, Washington State University – Go Cougs!
Caysi joined Prince Financial Services in 2013 and has held several positions on the team. Caysi’s role began with serving clients and their insurance needs and growing into a Marketing Director for the team, handling all office operations and overseeing training and supervisory functions. Caysi has recently taken on additional roles in financial planning for our clients’ family members as well as many new clients.
She graduated from Central Washington University earning her Bachelor of Arts in Psychology and currently holds her Life, Health, Disability and Long-Term Care insurance licenses as well as her FINRA Series 63 and Series 7 licenses. Caysi oversees the day-to-day operations of our team, facilitates client’s meetings, builds financial plans and coordinates all our marketing efforts.
Caysi resides in Issaquah, WA with her husband and their two cats. In her free time, Caysi enjoys spending time outside, exercising and spending time with her family and friends.
Eric joined Prince Financial Services in 2018 as the Director of Investments and Planning. He brings nearly 30 year of financial markets experience. In his role, Eric is responsible for investment management and operations and holistic goal-based planning for all of our clients.
Eric has an MBA from Thunderbird, The American Graduate School. He is also FINRA Series 7 and 63 and is a CFA® Charterholder. He is also licensed for Life, Disability and Variable Life and Variable Annuity Insurance.
Eric lives in Seattle with his wife, son and daughter. In his free time he enjoys spending time outdoors hiking and boating with his family. Additionally, Eric has spent nearly 30 years teaching and coaching skiing.
Amy has worked with many firms within Northwestern Mutual since 2002. She brings tremendous knowledge, expertise and leadership to the team. Amy has held several key roles as an Associate Financial Representative. Along with directing the flow of business, Amy facilitates our insurance service operations, underwriting process, and client service.
Amy graduated with a Bachelor of Arts in History from Oregon State University. Amy holds her Washington Life and Health Insurance License. Over the course of her career, she has been fortunate to attend the following clinics and trainings: Beyond the Basics, Advanced AFR Academy, Mutual Fit, Internship 101, and the Activity Coaching Clinic. She also served for 3 years on the Field Staff Advisory Team at our home office.
Amy and her husband live in Tacoma with their children. She is passionate about spending time with her family, travel and event planning.
Laura joined Prince Financial Services in 2019 as the Operations Manager. Laura’s main objective is to support an efficient team workflow to provide the best client experience.
Laura graduated from Clemson University with a Bachelors of Science in Graphic Communication and is a past Director of Network Office Supervision with Northwestern Mutual. She currently holds her Life, and Disability Insurance licenses.
Laura resides in West Seattle with her husband Tom, her two kids and their many animals. In her free time she loves to run with friends, read and spend time with her family and friends and is always cooking up her next big challenge and adventure.