Team

 

Juliette A M Prince , CLU®

Founder and CEO

Office 206-777-3445


Email

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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

Office 425-998-5490


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

Partner and Private Wealth Advisor

Office 425-522-3837


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Caysi McElhaney , B.A.

Director of Financial Planning

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®

Office 206-777-3463


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Laura Mount

Operations Manager

Office 206-623-8801


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