Moss Adams Wealth Advisors LLC

Description

Address: 999 3rd Ave #2800, Seattle, WA 98104 Phone: (206) 302-6500: : : Website: : : Hours: Place name: : Category: Website: http://www.mossadams.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Moss Adams Wealth Advisors LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Moss Adams Wealth Advisors LLC Employees

Employee
Years
Job
Industry
Justin Fisher Justin Fisher Greater Seattle Area Details
Justin Fisher's Moss Adams Wealth Advisors LLC Experience October 2014 - Present
Job Principal at Moss Adams Wealth Advisors LLC
Industry Investment Management
Experience
Moss Adams Wealth Advisors LLC   October 2014 - Present
Moss Adams Wealth Advisors LLC   2007 - September 2014
Tacoma Symphony Orchestra  2009 - 2012

Skills
Financial Advisory, Investment Management, Strategic Financial..., Finance, Asset Management, Financial Analysis, Wealth, Financial Reporting, Strategy, Accounting, GAAP, CPA, Retirement Planning

Education
University of Washington   2005 — 2007
MBA, Finance

United States Air Force Academy   1998 — 2002
BS, Business Management

MBA

Alicia Saka Alicia Saka Seattle, Washington Details
Alicia Saka's Moss Adams Wealth Advisors LLC Experience September 2014 - Present
Job
Industry Investment Management
Experience
Moss Adams Wealth Advisors LLC   September 2014 - Present
Wellington Management  September 2011 - August 2014
Keller Rohrback  2009 - 2011

Skills
Legal Research, Westlaw, Research, Editing, Analysis, Legal Assistance, Public Speaking, Microsoft Office, Litigation Support, Microsoft Excel, PowerPoint, Microsoft Word, Outlook

Education
University of California, Berkeley   2013 — 2013
Course, Applied Economics, 4.0

University of Washington   2005 — 2009
Bachelor of Arts, Law, Societies & Justice

Rebecca Pomering Rebecca Pomering Greater Seattle Area Details
Rebecca Pomering's Moss Adams Wealth Advisors LLC Experience 2008 - Present
Job CEO Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC   2008 - Present
Moss Adams LLP  1997 - Present

Education
University of Illinois at Urbana-Champaign - College of Business   1992 — 1996
BS, Finance

Aaron McFarland, CFP®, AIF® Aaron McFarland, CFP®, AIF® Greater Seattle Area Details
Aaron McFarland, CFP®, AIF®'s Moss Adams Wealth Advisors LLC Experience September 2005 - Present
Job Financial Advisor at Moss Adams Wealth Advisors LLC
Industry Investment Management
Experience
Moss Adams Wealth Advisors LLC   September 2005 - Present

Education
University of Washington - Michael G. Foster School of Business   2008 — 2009
Financial Planning

Linfield College   2001 — 2005
Bachelor of Science, Finance

Redmond High School   1998 — 2001

Samantha Sundberg Samantha Sundberg Seattle, Washington Details
Samantha Sundberg's Moss Adams Wealth Advisors LLC Experience May 2015 - Present
Job Investment Associate at Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC   May 2015 - Present
Scottrade  June 2010 - May 2015
Scottrade  February 2009 - June 2010

Skills
Customer Service, Series 7, Series 63, Brokerage, Securities, Microsoft Office, SharePoint, Outlook, CRM, Financial Services, Investments, Asset Allocation

Education
University of Michigan   2006 — 2010
Bachelors, Economics, German

John Whiting John Whiting San Francisco Bay Area Details
John Whiting's Moss Adams Wealth Advisors LLC Experience March 2001 - Present
Job Principal, Moss Adams Wealth Advisors, LLC
Industry Investment Management
Experience
Moss Adams Wealth Advisors LLC   March 2001 - Present
Wells Fargo Center for the Arts  February 2009 - February 2013
Merrill Lynch  September 1997 - March 2001
Pacific LifeCare Corporation   January 1990 - September 1997
Santa Rosa Chamber of Commerce  1985 - 1990

Education
Humboldt State University   1976 — 1981
BS, Business Administration, Minor Economics

Ben Shively, CFP® Ben Shively, CFP® Greater Seattle Area Details
Ben Shively, CFP®'s Moss Adams Wealth Advisors LLC Experience May 2014 - Present
Job Financial Advisor at Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
NPH USA  April 2015 - Present
Moss Adams Wealth Advisors LLC   May 2014 - Present
Moss Adams Wealth Advisors LLC   September 2010 - Present
Snider Retirement Strategies   May 2010 - September 2010

Education
Pacific Lutheran University - School of Business

Thomas Imhof, CFP ® Thomas Imhof, CFP ® Greater Los Angeles Area Details
Thomas Imhof, CFP ®'s Moss Adams Wealth Advisors LLC Experience August 2007 - April 2012
Job Financial Advisor at R Squared Financial LLC
Industry Financial Services
Experience
R Squared Financial LLC   April 2012 - Present
Moss Adams Wealth Advisors LLC   August 2007 - April 2012
Fidelity Investments  February 1998 - February 2006
Olde Discount Stockbrokers  November 1995 - February 1998

Skills
Financial Services, Finance, High Net Worth..., Tax, Accounting, CPA, GAAP, Financial Planners, Financial Analysis, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management

Education
California State University-Northridge   1988 — 1993
BS, Finance, Real Estate

Agoura High School   1984 — 1988

Kathryn Garrison Kathryn Garrison Greater Seattle Area Details
Kathryn Garrison's Moss Adams Wealth Advisors LLC Experience October 2007 - Present
Job Senior Financial Advisor at Moss Adams Wealth Advisors
Industry Financial Services
Experience
Estate Planning Council of Seattle   May 2013 - Present
Moss Adams Wealth Advisors LLC   October 2007 - Present
Moss Adams Wealth Advisors LLC   October 2007 - Present
University of Washington  2012 - 2013
Puget Sound Blood Center  2010 - 2013
Financial Planning Association of Puget Sound   2008 - 2013
University of Washington  December 2002 - October 2007
Starr Seigle Communications   1996 - 1998

Skills
Asset Management, Financial Planning, Retirement Planning, Non-profits, Charities, Wealth Management, Investment Advisory, Insurance Planning, Long Term Care

Education
Stanford University   1986 — 1990
BA, American Studies

St. Mary's Episcopal School   1977 — 1986

Lars Landrie, CFP®, AIFA® Lars Landrie, CFP®, AIFA® Greater Seattle Area Details
Lars Landrie, CFP®, AIFA®'s Moss Adams Wealth Advisors LLC Experience February 2001 - Present
Job Principal, Moss Adams Wealth Advisors
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC   February 2001 - Present
USAA  November 1993 - February 2001

Skills
Financial Advisory, Investment Management, Retirement Planning, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Finance, Small Business, Estate Planning, Tax, Financial Planners, Cash Flow

Education
Central Washington University   1979 — 1982
B.S., Finance

Sara Meier (Jackman) Sara Meier (Jackman) Woodinville, Washington Details
Sara Meier (Jackman)'s Moss Adams Wealth Advisors LLC Experience November 2011 - October 2013
Job Associate Recruiter at Precor
Industry Health, Wellness and Fitness
Experience
Precor  June 2015 - Present
Moss Adams LLP  December 2014 - June 2015
Moss Adams LLP  October 2013 - November 2014
Moss Adams Wealth Advisors LLC   November 2011 - October 2013
Ameriprise Financial Services, Inc.   June 2011 - November 2011

Skills
Social Media, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Finance

Education
University of Portland   2007 — 2011
Finance, Finance and Financial Management Services

Naaman Forest High School   2003 — 2007

Andy Mardock, MBA, CFP® Andy Mardock, MBA, CFP® Greater Denver Area Details
Andy Mardock, MBA, CFP®'s Moss Adams Wealth Advisors LLC Experience June 2010 - March 2012
Job Associate Financial Planner
Industry Financial Services
Experience
Fee-Only Registered Investment Advisor in the Greater Denver, CO Area   August 2013 - Present
Rowling & Associates   March 2012 - July 2013
Moss Adams Wealth Advisors LLC   June 2010 - March 2012

Skills
Strategic Financial..., Financial Advisory

Education
California Lutheran University   2008 — 2010
Master of Business Administration (M.B.A.), Financial Planning

University of Oregon   2003 — 2006
Bachelor of Arts (B.A.)

Angie Grainger, CPA/PFS, CFP Angie Grainger, CPA/PFS, CFP San Francisco Bay Area Details
Angie Grainger, CPA/PFS, CFP's Moss Adams Wealth Advisors LLC Experience 2001 - 2008
Job President & CEO, Black Belt Financial & Insurance Services, Inc.
Industry Financial Services
Experience
Black Belt Financial & Insurance Services, Inc.   June 2009 - Present
YWCA Santa Rosa   2008 - 2010
Exchange Bank  January 2008 - June 2009
California Society of CPAs/CalCPA Education Foundation  2003 - 2009
California Society of CPAs/CalCPA Education Foundation  2003 - 2009
Moss Adams LLP  January 2001 - January 2008
Moss Adams Wealth Advisors LLC   2001 - 2008
Youth Business Week Foundation-California   2001 - 2006

Skills
Coaching, Strategic Financial..., Karate, Yoga, Personal Finance, Small Business, Personal Financial..., Accounting, Tax Preparation, Tax, Estate Planning, CPA, Estate Tax Planning, Income Tax, Management, Financial Analysis, Finance, Leadership, Banking, Financial Planning, High Net Worth..., Tax Accounting, Financial Advisory, Financial Reporting, Wealth Management, Tax Returns, Financial Planners

Education
Golden Gate University   2004 — 2010
MS

Sonoma State University   2000 — 2002
BS

Kathleen Kenealy, CFP® Kathleen Kenealy, CFP® Greater Boston Area Details
Kathleen Kenealy, CFP®'s Moss Adams Wealth Advisors LLC Experience September 2011 - February 2012
Job Wealth Adviser at Peak Financial Management, Inc.
Industry Financial Services
Experience
Peak Financial Management, Inc.   September 2014 - Present
Rowling & Associates   March 2012 - May 2014
Moss Adams Wealth Advisors LLC   September 2011 - February 2012
Pillar Financial Advisors  April 2004 - May 2011
Quebrada Baking Company   1997 - 2004

Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Budgeting, Cash Flow Management, Strategic Financial..., Investment Management, Asset Allocation, Portfolio Management, Risk Management

Education
Schwab Executive Leadership Program   2014 — 2014

Boston University   2005 — 2007
Center For Professional Education, Financial Planning

Babson College   2001 — 2003
B.S., Finance

Norma Peelman Norma Peelman Seattle, Washington Details
Norma Peelman's Moss Adams Wealth Advisors LLC Experience August 2014 - Present
Job Moss Adams Wealth Advisors
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC   August 2014 - Present
Account Manager  September 2012 - August 2014
Freemark Financial   March 2007 - September 2012
Dr. Sunil H. Patel   February 2001 - August 2003

Skills
Microsoft Office, Event Planning, Microsoft Excel, Social Media, PowerPoint, Photoshop, Social Networking, Public Relations, Event Management, Microsoft Word, Facebook, Marketing, Customer Service, Fundraising, Social Media Marketing, Public Speaking, Research, Outlook

Education
California State University-Fullerton   2003 — 2005
Communications, Entertainment Studies

San Diego State University-California State University   1999 — 2001

Tracy Shafer Tracy Shafer Greater Seattle Area Details
Tracy Shafer's Moss Adams Wealth Advisors LLC Experience August 2014 - Present
Job Administrative Professional and Yoga Instructor
Industry Financial Services
Experience
LA Fitness  August 2015 - Present
Moss Adams Wealth Advisors LLC   August 2014 - Present
NeoYogi LLC   2013 - Present
Chronos Security Services, LLC   September 2003 - Present
K&L Gates  January 2011 - August 2014
Woodland Park Zoo  February 2010 - January 2011
The T(ea) Gallery   May 2006 - February 2010
Wentworth, Hauser and Violich  July 2004 - October 2007
Calvert Investments  October 1997 - May 2003

Skills
Project Management, Team Building, Fundraising, Non-profits, Event Planning, Microsoft Office, Customer Service, Community Outreach, Outlook, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Administration, Nonprofits, Human Resources, Social Media, Grant Writing, Management, Strategic Planning, Government

Education
Montgomery College   2002 — 2003
Business / Paralegal Studies

Scott Barker, CFP® Scott Barker, CFP® Portland, Oregon Area Details
Scott Barker, CFP®'s Moss Adams Wealth Advisors LLC Experience May 2012 - November 2014
Job Owner, Barker Wealth Management, LLC
Industry Investment Management
Experience
Barker Wealth Management, LLC   June 2015 - Present
Moss Adams Wealth Advisors LLC   May 2012 - November 2014
PK Financial   July 2010 - June 2012
Jones & Roth Financial Advisors, LLC   December 2000 - July 2009
American Express  June 1996 - December 2000

Skills
Personal Financial..., Estate Planning, Investment Management, Financial Planning, Finance, Financial Advisory, Retirement, Financial Services, Tax, Management, Retirement Planning, Wealth Management, Financial Analysis

Education
College of Financial Planning   2006 — 2009
CFP Certificant

University of Alaska Fairbanks   1990 — 1995
BBA, International Business Management

Chris Waetzig, CPA Chris Waetzig, CPA Seattle, Washington Details
Chris Waetzig, CPA's Moss Adams Wealth Advisors LLC Experience December 2014 - Present
Job Associate Advisor at Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC   December 2014 - Present
Moss Adams Wealth Advisors LLC   November 2013 - December 2014
Moss Adams LLP  July 2010 - November 2013
Lautze & Lautze  July 2008 - September 2008

Education
Gonzaga University   2009 — 2010
Masters of Accountancy

Gonzaga University   2005 — 2009
Bachelors of Business Administration

Pamela Melendez Pamela Melendez Greater Seattle Area Details
Pamela Melendez's Moss Adams Wealth Advisors LLC Experience June 2010 - June 2013
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock  July 2013 - Present
Moss Adams Wealth Advisors LLC   June 2010 - June 2013
ING Financial Partners  March 2008 - June 2009
The Westin Bellevue  June 2007 - March 2008
Merrill Lynch  August 2006 - November 2006

Skills
Financial Modeling, Financial Analysis, Asset Management, Investments, Finance, Portfolio Management, Microsoft Excel, Valuation

Education
Seattle University   2005 — 2007
Bachelor of Arts- Business Administration, Finance & International Business