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
Enjoy some of our latest resources
Monthly Investment Commentary: June 2025
Two-Minute Market Focus
5 Reasons to Review Your Variable Universal Life Policy Every Year