Bellevue
Proudly Serving Bellevue
Bellevue
10900 NE 8th St
Suite 780
Bellevue, WA 98004
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Your Bellevue Team
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Aaron Spencer
CFP®, ADPA™
Senior Wealth Advisor
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Mike Ersser
CFP®, ABFP™
Senior Wealth Advisor
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Lowell Parker
CFP®
Senior Wealth Advisor
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Jeff Barnett
MCR, CFP®
Senior Wealth Advisor
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Frank McLaughlin
CFP®, CSRIC™
Senior Wealth Advisor
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Danielle Strumbeta
CFP®
Manager, Advisory Leadership Team
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Michelle Lach
CFP®
Wealth Advisor
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Isaac Everett
CFP®
Associate Advisor
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Michelle Smith
CFP®
Associate Advisor
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Aneesah Allen
Client Service Associate
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Kim Bourassa
Senior Client Service Associate
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Rebekah Bobb
Senior Client Service Associate
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Rods Alvarez
Lead Client Service Associate
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Enjoy some of our latest resources
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Quarterly Investment Commentary: July 2025
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What Impact Could Oil Prices Have on Investors?
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One Big Beautiful Bill: A Summary for Tax Planning