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OUR TEAM

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Chris Bean
Advisor & Partner, CPA

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Douglas Bean
Advisor & Partner, CFP ®

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Eric Penz
Senior Advisor

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Linda Molenaar
Client Services Lead

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Amanda Dixon
Associate, MBA

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Jesse Heath
Associate

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Angelina Bulbotka
Associate

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Vy Nguyen
Associate

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McKenna Sheldon
Associate, CFP ®

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Rachel Hawkins
Client Services

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Jon Bishopp
Managing Director

Kitsi Ludeman
Operations Manager

INDEPENDENT PARTNERS

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Carol Didier, CPA

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Irene Bodenstab, CPA

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Jennifer Beardall, MBA
Health Care & Elder Care Specialist

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Roya Fargam
Executive Concierge

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Wes Jensen
Advisor, CPFA, AIF ®

LET'S TALK

425.498.2320

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OUR TEAM

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425.498.2320

CONTACT

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DISCLOSURES