Financial advisors in Seattle

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


1601 5th Avenue, 9th Floor

Seattle, WA 98101



Meet our advisors

Catherine Humbert, CFA, CFP®

Head of Office

Gary Mitchell, CFA®

Head of Office

Shari Burns, CFA®

Managing Director

Ryan Ingram, CFA, CFP®

Wealth Advisor

Jason Bremer, CFA®

Head of Office

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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