Callie Smothers

Callie is an Office Coordinator based in our Seattle office, where she helps manage the day-to-day operations and supports the local advisor team. She brings over six years of experience in customer service and operations, most recently serving as an inventory manager and event planner with Bellevue-based Valve Corporation. Callie also holds a bachelor's degree in International Relations from the University of Alabama at Birmingham. Previous Experience Inventory Manager / Assistant Event Planner at Valve Corporation Front Desk Manager at YMCA of Greater Birmingham Department Head at Cost Plus World Market Education & Credentials BA, University of Alabama, International Relations
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Nick Bussard

Nick Bussard, CFP®

Nick Bussard is a Senior Advisor Associate based in the Seattle office. Nick brings a deep well of positive energy and a relentless work ethic to the team. He loves the challenge of solving financial problems, but he got into this business to help people live the lives they dream about. He exemplifies the blend of empathy and intellect that is required to help guide people to the financial choices that are right for them. A team player in every sense of the word, Nick is an avid athlete and an avid fan, further evidence of the hard work and…
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Courtney Roberts

Courtney Roberts

Courtney Roberts is an Office Coordinator based in our Seattle office. Courtney channels her passion for customer service toward all aspects of her life, always asking those she serves, “How can I make your life easier?” She has long been an adventurer in her career, seeking out opportunities that allow her to grow in her understanding of people and to help others in a variety of industries. That winding journey has led to significant administrative and customer service experience, most recently as an administrative assistant with the Seattle Indian Health Board. She holds a bachelor's degree in Human Services from…
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Julie Penwell

Julie Penwell, CFP®

Julie Penwell is a Senior Advisor Associate based in the Seattle office. Julie found her way to wealth management through a strong passion for helping others and a long-time interest in financial planning. Following this passion, she studied Personal Financial Planning, Forecasting Economics, and Accounting at Central Washington University. Julie serves clients across the West Coast and is eager to help clients understand their overall financial picture. Additionally, she co-leads an internal research team for our financial planning software and aids in developing best practices for our Advisor team. During her collegiate career, Julie served as an intern for the…
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Julie Back

Julie A. Back, CFP®

Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office. Julie has been in financial services since 1987. She believes in empowering her clients to feel confident and informed when making financial decisions. As an avid educator, Julie has spent a career helping people understand the complexities of their finances at a level that is most comfortable to them. She counsels her clients to be flexible, patient, and to understand why their behavior is the biggest contributor to their success. All of this, Julie believes, begins with trust, and she takes immense satisfaction from offering…
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Heather Martin

Heather Martin

Heather Martin is a Senior Associate on the Advisory Technology team and is based in our Seattle office. Heather comes to the Northwest by way of Colorado, Wyoming and New Mexico, bringing with her the unique blend of empathy and authenticity that enable her to excel at addressing complex issues as a member of Private Ocean’s IT department. Heather’s attention to detail, strong organizational skills, and pro-active approach are well-known across the team as is her warm, friendly attitude. Heather’s goal, every day, every interaction, is to ensure that our clients feel cared for. Outside of work, Heather prefers the…
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Melissa Restivo

Melissa Restivo, FPQP™

Melissa Restivo is a Client Service Specialist based in our Seattle office. Melissa is a consummate people person and thrives on building meaningful relationships with both her clients and her teammates at Wealthspire Advisors. She enjoys working closely with clients and making personal connections that enable her to understand their unique needs and deliver on her word. She prides herself on being reliable, organized, and truly invested in providing peace of mind to those who work with her. She holds a bachelor's degree in Society, Ethics, and Human Behavior and a certificate in Human Resources Management from the University of…
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Kelly Keydel

B. Kelly Keydel, CFP®, MBA, CDFA®

Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Kelly is incredibly proficient at analyzing complex financial situations and at assessing a client’s unique financial behaviors. By bridging those two dimensions, she is able to help guide people to the decisions that are best for their lifestyle and their goals. She is a proud Pacific Northwesterner, earning her bachelor’s degree from University of Washington and her MBA from Seattle University. Outside of work, you can find her with her husband and two kids enjoying nature, culture, and all the places they intersect here in the…
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Deborah Gibbs

Deborah Gibbs

Deborah Gibbs serves as a Senior Associate on the Compliance team and is based in our Seattle office. Deborah is adept at juggling and reprioritizing a wide array of responsibilities and she’s always willing to step up and assist her colleagues and clients. Her background as a financial planning assistant makes her an invaluable contributor to almost every client relationship. She has also passed both the General Securities Representative (Series 7) exam and the Uniform Securities Agent State Law (Series 65) exam. She is relentlessly organized, but an adventurer at heart. If she’s not tending her lovely gardens at home…
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