

Focus Areas
- Corporate Executives
- Architects and Engineers
- Employee Stock Options
- Sustainable investing
- Estate & Legacy Strategies
- Wealth Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Mountaineering
- Technology
- Football
- Board Games
- Electronics
Team Members
Allison StewardBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 10:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(206) 489-0702Fax
(844) 747-6857Office Address
6806 Greenwood Ave NSeattle, WA 98103opens in a new window
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