Team

 

Juliette A M Prince , CLU®

Wealth Management Advisor and Founder

Office 206-777-3445


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David H Burnett

Principal and Wealth Management Advisor

Office 206-777-3523


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Caysi McElhaney , B.A.

Associate Wealth Management Advisor

Office 206-777-3462


Mobile 425-681-9968


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Eric S Dash , CFA®

Director of Investments and Planning

Office 206-777-3511


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Amy Weideman , CLF®

Associate Financial Representative

Office 206-777-3463


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Laura Mount

Operations Manager

Office 206-623-8801


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