Meet Our Team

Julie Prince began her financial services career in commercial banking and after 5 years, started her wealth management practice with Northwestern Mutual in 1989. She is the founder of Prince Financial Services, specializing in developing and implementing financial plans and helping clients build, protect, and pass on their wealth. They work with executives, business owners, and families to create a legacy for generations to come.

Julie is a highly sought-after expert in the financial services industry, speaking and educating her peers regionally and nationally at conferences and seminars. She is passionate about providing financial guidance to those experiencing life changing events.

She is a Board member for the YMCA of Greater Seattle, serving since early 2021. She has also served on the board for the Independent Colleges of Washington from 2012 to 2019. Julie was recognized by Forbes as a Best-In-State Wealth Advisor, Top Financial Security Professional and Top Woman Wealth Advisor in Washington State in 2022. She has volunteered for several committees and positions inside Northwestern Mutual, and is currently serving on a national board representing her peers and the Diversity and Inclusion Committee with her local office of Northwestern Mutual Puget Sound.

Julie earned her Bachelor of Arts degree in Business from Gonzaga University in 1984. She earned her Chartered Life Underwriter (CLU®) professional certification from the American College in 1998.

She grew up in eastern Washington and lives in the Seattle area with her husband Kurt and daughter Delaney. Julie enjoys spending time with family and friends, and loves travel, cooking, entertaining and spending active time outdoors.

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!

Cade loves helping his clients implement a holistic approach to their financial plan with an emphasis on tax efficient strategies. It’s important to him to listen carefully to his clients’ needs and goals so he can help them prioritize their objectives. From there, he works to help them get from where they are to where they want to be with confidence. In 2021, Cade made the exciting decision to combine his practice with Prince Financial Services to offer more robust service and a broader range of expertise to his clients.

Cade has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, a highly recognized credential in the financial services industry. He also holds the Certificate of Long Term Care (CLTC) accredidation. Cade began his career as a financial representative in 2010 just after graduating from the University of Washington Foster School of Business.

Outside the office, Cade is most often found on the golf course, endlessly pursuing his goal to become a scratch golfer. When he’s not on the course, he’s usually out and about with his dog Sailor or on the water enjoying the beautiful Pacific Northwest.

Conner takes a holistic planning approach working with business owners, technology executives, and retirees; and his natural problem-solving ability aligns perfectly with his clients’ needs. He appreciates that his clients’ goals are individually unique, so he takes time to listen, learn, and proactively plan to help remove any financial worry so his clients can focus on what they enjoy most.

Conner also believes you can accomplish more together. In 2021, he combined his practice with Prince Financial Services to expand the resources he offers clients while providing the highest level of service. Additionally, he and his team are part of the exclusive Private Client Group within Northwestern Mutual, giving him access to unique resources that only the top planning teams within Northwestern Mutual have.

Conner started his career as a financial representative in 2009 after graduating from the University of Puget Sound with a bachelor’s degree in Economics and Business Leadership. Conner holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which is the most recognized credential in the financial planning industry. He also holds the Chartered Life Underwriter (CLU®) and Certificate of Long-Term Care (CLTC) designations. He actively seeks ongoing education to stay on top of the industry in estate, retirement distribution, and tax planning strategies.

When he’s not working, Conner cherishes time with his wife Natalie and their two daughters, Georgia and Frances. He also enjoys traveling, golfing, reading, and tinkering around his house.

Financial representatives do not provide tax or legal advice.

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.

Ryan is proud that his career has led him to being a member of Prince Financial Services. He works with a wide array of our clientele, from young professionals in the medical and technology fields, to business owners and those approaching and entering retirement. He’s passionate about the analytical side of planning and truly enjoys teaching a subject that often feels like a foreign language to others. Ryan prides himself in being an empathetic listener and always dives into the ‘why’ while challenging his clients to think big.

Prior to joining Prince Financial Services, Ryan joined Northwestern Mutual in 2011 as a wide-eyed intern. While interning, he juggled his time between studying at Western Washington University’s beautiful campus, running a non-profit with friends, playing intramural sports, and playing on Western’s baseball team during his senior year. Since graduating with a double major, he has continued to pursue educational opportunities.

When Ryan is not working, he enjoys sipping a local IPA while attempting to remain optimistic about his beloved Mariners. If he’s not watching the Mariners, you can find him traveling to visit his family in Alaska and Boise or taking trips with friends. He also enjoys competing in his annual sailing league (or any sport, for that matter), playing guitar, and traveling to places he has yet to explore!

Joy studied communications at the University of Washington, where she obtained her bachelor’s degree. Joy brings over 18 years of assisting high level executives and business owners, continuously striving to cultivate an exceptional client experience. She is fully licensed in Life and Disability Insurance.

Joy is a Pacific Northwest native, having grown up in the greater Seattle area until she moved to Boise in the summer of 2019.

Joy enjoys a happy home and family life with her husband Thayne. She also has a great passion for practicing yoga either at home or at a destination retreat, meditating and pondering the great joys of life.

Sarah joined Northwestern Mutual in 2018 and Prince Financial Services in 2021. She is an Associate Financial Representative and is licensed in Life and Disability insurance.

Sarah graduated from Spring Hill College and went on to receive a Masters’ degree from Xavier University.  She uses her excellent communications skills to assist our team in partnering with clients to support their loved ones and build their legacy.

Outside of work, Sarah lives in Bellevue with her husband, Mike, and their three kids. She enjoys hiking/walking, reading, yoga, and spending time with family and friends.

Lindsay joined Northwestern Mutual in 2013 and was previously the Director of Training and Development for the Montana network office. Lindsay joined Prince Financial Services in 2021 and works remotely out of Bozeman Montana. She currently holds her Life, Disability, Annuity and Long Term Care licenses.

Lindsay graduated from Montana State University with her Bachelors in Elementary Education and she is a proud supporter of the Montana State Bobcats.

When Lindsay is not working, you can find her spending time with her husband and 4 year old daughter, embracing the beauty Montana has to offer.

Kate has been with Northwestern Mutual since 2018 and joined Prince Financial Services in 2022. She aims to help clients gain a better understanding of their financial health and literacy. By using her M.S. in Education from Simmons University and B.S in Education from Wheelock College, Kate takes pride in educating clients about all aspects of the financial planning process.

Kate is continuing to build her skills and experience in the industry, currently holding her Life, Accident and Health Insurance licenses along with her FINRA Series 6 and 63 registrations.

When outside the office, Kate spends most of her time with her three amazing children. They like to travel, do lots of crafting, and are working on the 1000 hours outside project together.

Sabrina is a class of 2019 and 2020 graduate of the University of Notre Dame with undergraduate degrees in Political Science and German and a Master’s degree in Business Management. She began her career in Camas, WA, at an investment management firm where she became passionate about the emphasis on “service” in the financial services industry. She joined Prince Financial Services in 2022 and is eager to learn more about the insurance industry and explore her new city.

Outside of work, Sabrina loves travelling, reading, watching football, and spending time in the rare Pacific Northwest sunshine.