Wealth Management in Seattle, Washington


Wealthspire Seattle

1700 Westlake Ave N, Suite 325
Seattle, WA 98109
(206) 729-1700

Mailing address:
100 Smith Ranch Road, Suite 300
San Rafael, CA 94903

Our Seattle Team

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

Office Coordinator

Courtney Roberts is an Office Coordinator based in our Seattle...

Julie Penwell, CFP®

Assistant Vice President

Julie Penwell is an Assistant Vice President and Advisor based...

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™

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...