Title(s)
Partner
Company Name
Moss Adams
Business Email
Business Category
Credentials, Professional Designations
CPA
Title(s)
Wealth Advisor
Company Name
Freestone Capital Management
Business Email
Title(s)
Senior Vice President
Company Name
Whittier Trust Company
Business Email
Title(s)
Principal
Company Name
4 Corners Financial Forensics
Business Email
Business Category
Credentials, Professional Designations
CPA, ABV, CFF
Title(s)
Business Performance Advisor
Company Name
Insperity
Business Email
Title(s)
Principal, Business Broker
Company Name
Transition360, LLC
Business Email
Title(s)
Fellow Wealth Consultant Certification from Heritage Institute
Company Name
Focus and Sustain
Business Email
Business Category
Credentials, Professional Designations
Certified Mediator WA. State, Fellow Certification from The Heritage Institute, Certification Training from Institute for Preparing Heirs
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
