Nancy joined the firm in 2009. She became the owner in 2013. She now manages the firm and continues to develop financial plans and strategies for clients in all life stages.
Nancy is a CERTIFIED FINANCIAL PLANNER™ Professional and, within the State of Washington, she is a Registered Investment Adviser Representative. She earned an MBA from Seattle University and a B.S. in Mechanical Engineering from the University of New Mexico. Prior to her CFP® certification, Nancy worked initially as an engineer for Boeing and then enjoyed a successful career as the Vice President of Operations of an outdoor equipment, manufacturing company. Her engineering background provides a strong foundation for helping clients find solutions to complex and competing personal goals by creating sustainable financial plans.
Nancy is a member of the South Lake Union Rotary Club. She enjoys outdoor activities and is working on her goal to climb all fifty-four of the 14,000 foot peaks in Colorado. She plans to ride her bicycle across the USA at age 80, a follow-up to her original cross-country bike trip at the age of 19.
Ted recognizes that everyone’s financial and life circumstance is different. With this in mind, Ted believes in partnering with clients through the stages of life to create customized solutions that help them achieve their personal and unique goals. He enjoys the challenge of melding detailed analysis with an understanding of behavioral finance to create a clear roadmap that clients can understand and implement.
Prior to joining our firm, Ted worked for two local wealth management firms where he advised clients on portfolio management, investment manager analysis, retirement income planning strategies, and comprehensive financial planning. Before relocating to Seattle in 2006, Ted worked for seven years in municipal finance for Morgan Keegan & Co.
A graduate of Austin College in Sherman, Texas, Ted is a CERTIFIED FINANCIAL PLANNER™ Professional and an active member of the Puget Sound Chapter of the Financial Planning Association (FPA). Ted lives in the Wedgwood neighborhood of Seattle with his wife and two children. When he is not working with clients, Ted enjoys spending time with family and friends, travelling, and outdoor activities such as biking, hiking, skiing, and paddle boarding.
Holly was drawn to a career in financial planning by her desire to have a greater impact on the lives of individuals and families. After over 12 years building her career foundation in corporate finance at companies such as PricewaterhouseCoopers, Washington Mutual and RealNetworks, she has enjoyed every minute of life in personal finance as a financial planner. Her aim is to help her clients feel more at ease about their finances, and to partner with them on their path to achieving their financial goals. In particular she enjoys providing the educational aspect to financial plans, so that her clients may better understand the reasoning behind her recommendations.
Holly graduated from the University of Washington’s Foster School of Business with a B.A. in Business Administration and a concentration in accounting. A rare Seattle native, she spends much of her free time in the Cascade mountains on skis or a bike with her family, and looks forward to the day that she and her husband can teach their young son the enjoyment of bottomless powder ski runs at Alpental.
Danika comes to her current role with a long history of working in finance, including more than 15 years in corporate finance for startups and small businesses. After years of working on the corporate side of things, she chose to pursue her interest of helping people with their finances rather than a corporate bottom line. She is now following her passion to provide financial advice to individuals and households and demystify the process of financial planning.
Danika is a graduate of Oberlin College and holds a B.A. in Mathematics. She is a CERTIFIED FINANCIAL PLANNER™ Professional. Danika is a current member of the Board of Directors for the Financial Planning Association of Puget Sound and chairs its Programs Committee.
When she’s not deciphering a spreadsheet or reading fund analyses, she can be found running trails, knitting or planning her next overseas trip. Danika resides in Ballard with her husband and 2 daughters.
Gina enjoys working with our clients as the initial point of contact. She explains the process of working with a financial planner and will help guide you in collecting the correct documents prior to your first meeting with your planner. Along with our new clients she works with our returning clients scheduling meetings and preparing documents, making sure that every visit is as exceptional as the first.
Gina comes to our firm with a background in retail and medical administrative experience. She has over 12 years of exceptional customer service skills which she applies to every client visit to our South Lake Union office.
Gina is a native from Cle Elum,WA. Outside of work she enjoys spending her time reading, watching her favorite TV shows, hiking, traveling and dabbling in the kitchen trying new healthy recipes. As a new member of our team, Gina looks forward to expanding her knowledge and gaining skills to expand her career in business.
John established the firm in 2002 after an extensive career as a corporate executive.
A graduate of Rutgers University with a BA in Sociology, John contributed to the book Just Give Me The Answers and developed personal financial plans for hundreds of clients. He believed that each plan must be a combination of analysis, recommendations, and implementation guidelines that reflected a client’s unique situation.
In February 2015 John retired as a financial planner, and now acts in an advisory role to our firm.