Seattle, Washington
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Wealthspire Seattle
1700 Westlake Ave N, Suite 325
Seattle, WA 98109
Our Seattle Financial Planning Team
Lisa Graham, CFP®
Assistant Vice President
Lisa joined the Seattle team as an Assistant Vice President...
Sierra Middleton
Senior Marketing Coordinator
Sierra is a Marketing Manager for the West Coast, serving...
Callie Smothers
Office Coordinator
Callie is an Office Coordinator based in our Seattle office,...
Nick Bussard, CFP®
Senior Advisor Associate
Nick Bussard is a Senior Advisor Associate based in the...
Courtney Roberts
Project Manager
Courtney Roberts is a project manager based in our Seattle...
Julie Penwell, CFP®
Assistant Vice President
Julie Penwell is an Assistant Vice President and financial advisor...
Julie A. Back, CFP®
Senior Vice President
Julie Back is a Senior Vice President and Financial Advisor...
Heather Martin
Senior Associate, Advisory Technology
Heather Martin is a Senior Associate on the Advisory Technology...
Melissa Restivo, FPQP™, AAMS®
Client Service Specialist
Melissa Restivo is a Client Service Specialist based in our...
B. Kelly Keydel, CFP®, MBA, CDFA®
Managing Director
Kelly Keydel is a Managing Director and Financial Advisor based...
Deborah Gibbs
Senior Associate, Compliance
Deborah Gibbs serves as a Senior Associate on the Compliance...
