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 Foster's insights on end-of-year tax planning in his guest blog post.
- Theresa Gill CPA, EFG CPAs, Everett, WA
College Admissions Planning
- Kathleen Griffin, American College Strategies, Edmonds, WA
- Learn more about Kathleen Griffin and American College Strategies in CWM's "I Know a Gal" feature.
Health Insurance
- Jeff Lindstrom, OneDigital, Seattle, WA
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
- Jacob Menashe, Hickman Menashe, Lynnwood, WA
- Kyle Ray and Kevin Copp, Puget Sound Wills, Edmonds, WA
- Leonard Hagen, JD, LLM, Sound Estate Planning, Edmonds, WA
- Matthew J. Cruz, Beresford Booth, Edmonds, WA
- Rachel Bender, Bender Law, PLLC, Seattle, WA
Legal Services: Family Law (Divorce, Custody, etc.)
- Rachel Bender, Bender Law, PLLC, Seattle, WA
Legal Services: Financial Dispute Resolution
- John Bender, Bender Law, PLLC, Seattle, WA
Legal Services: Real Estate
- Doug Purcell, Purcell Legal, Lynnwood, WA
Life Coaching
- Lena Meyer, Gratitude 6, Seattle, WA
Mortgage Professionals
- Deborah Still, CMP, Fairway Independent Mortgage, Bellevue, WA
- Jeff Miltenberger, NFM Lending, Lynnwood, WA
- Kelly Hintz, Cross Country Mortgage, Bellevue, WA
- Shane Kidwell, Dwell Mortgage, Everett, WA
Probate and Trust Administration
- Rachel Bender, Bender Law, PLLC, Seattle, WA
Real Estate Agents
- Jayne Williamson, Windermere Real Estate, Seattle, WA
- Lars Oquist, Realty One Group, Everett, WA
Reverse Mortgage Professionals
- Stuart MacMillan, CSA, CAPS, Reverse Mortgage Direct, Kirkland, WA
Build your financial plan
Schedule a complimentary, no-pressure phone call with a CWM financial advisor today.