Achievement and results-focused leader and private client advisor with more than 25 years of experience leading wealth management teams and working directly with high-net-worth families, non-profits, and institutions in the Pacific Northwest and around the Country. I hold the Certified Private Wealth Advisor® designation and lead an experienced team of wealth management specialists located in Bellevue, Washington. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.