In this complicated world, savvy investors rely upon a collaborative team of experienced professionals to help them pursue their goals. As your partner and central advisor, CWM understands that holistic wealth management requires a coordinated approach. With this in mind, CWM has compiled a professional directory of prudent industry colleagues who meet our high standards for client service, and whom we trust to help guide you on your path to living richly.
CPA (Certified Public Accountant)
- Brent Hagen, CPA, The Hagen Firm, Edmonds, WA
- John E. Town, CPA, Newman Town, Kirkland, WA
- Pam Yi, CPA, The Hagen Firm, Edmonds, WA
- Rick Foster, CPA, EFG CPAs, Everett, WA
- Read Rick's insights on end-of-year tax planning in his guest blog post.
- Teresa Gill, CPA, EFG CPAs, Everett, WA
Coaching (Life, Executive, etc.)
- Elise Enriquez, Productivity Coaching & Consulting
- Read Elise's insights on productivity and creating a "bonus brain" in her guest blog post.
- Lena Meyer, Gratitude 6 Life Coaching
College Admissions Planning
- Kathleen Griffin, American College Strategies, Edmonds, WA
- Learn more about Kathleen and American College Strategies in her guest blog post.
Insurance Professionals: Property / Casualty
- Lisa Mikesell, Hub International, Bothell, WA
Legal Services: Business Purchase and Sales
- David Tingstad, Beresford Booth, Edmonds, WA
Legal Services: Estate Planning
- Setareh Mahmoodi, Law Offices of Setareh Mahmoodi, Bothell, WA
- Leonard Hagen, JD, LLM, Sound Estate Planning, Edmonds, WA
- Read Len's insights on the importance of formalizing a medical power of attorney in his guest blog post
- Jennifer Mcauliffe, Dorsey & Whitney LLP, Seattle, WA
- Jacob Menashe, Hickman Menashe, Lynnwood, WA
- Kyle Ray, Puget Sound Wills, Edmonds, WA
- Kevin Copp, Kent Probate, Wills and Trusts, Kent, WA
Mortgage Professionals
- Deborah Still, CMP, Fairway Independent Mortgage, Bellevue, WA
- Shane Kidwell, Dwell Mortgage, Everett, WA
Real Estate Agents
- Jayne Williamson, Windermere Real Estate, Seattle, WA
- Lars Oquist, Realty One Group, Everett, WA
- Katie Silver, Keller Williams Realty, Bothell, WA
Build your financial plan
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