Bellevue
Proudly Serving Bellevue
Bellevue
10900 NE 8th St
Suite 780
Bellevue, WA 98004


Your Bellevue Team
Aaron Spencer
CFP®, ADPA™
Senior Wealth Advisor
Mike Ersser
CFP®, ABFP™
Senior Wealth Advisor
Lowell Parker
CFP®
Senior Wealth Advisor
Jeff Barnett
MCR, CFP®
Senior Wealth Advisor
Frank McLaughlin
CFP®, CSRIC™
Senior Wealth Advisor
Danielle Strumbeta
CFP®
Manager, Advisory Leadership Team
Michelle Lach
CFP®
Wealth Advisor
Isaac Everett
CFP®
Associate Advisor
Michelle Smith
CFP®
Associate Advisor
Aneesah Allen
Client Service Associate
Kim Bourassa
Senior Client Service Associate
Rebekah Bobb
Senior Client Service Associate
Rods Alvarez
Lead Client Service Associate