Meet Our Team

 

Advisors

Juliette A M Prince , CLU®

Founder and CEO

Office 206-777-3445


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David H Burnett

Founder and Private Wealth Advisor

Office 206-777-3523


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Cade Fredrick Mossman , CFP®, CLTC®

Partner and Private Wealth Advisor

Mobile 253-861-2849


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Conner James Gehring , CFP®, ChFC®, CLU®, CLTC®

Partner and Private Wealth Advisor

Office 206-777-3526


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Team

Laura Mount

Director of Operations

Office 206-777-3444


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Ryan E. Krohn , B.A.

Financial Planning Specialist

Office 253-680-7817


Office 253-227-3901


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Joy R Mirabueno

Executive Assistant

Office 206-777-1513


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Sarah Fleming

Associate Financial Representative

Office 206-777-3439


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Lindsay J Rudolph

Associate Financial Representative

Office 206-777-3509


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Sabrina Muckle

Associate Financial Representative

Office 206-623-8801


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