The Team

We believe in client relationships founded on trust, reliability, and compassion. Advisors and staff alike strive to deliver a warm and exceptionally professional experience in every interaction we have with our clients.

We seek an in-depth understanding of your values and goals and build from there, with a comprehensive financial planning approach, highly-individualized investment strategies, and a suite of services tailored to your personal preferences.

We love our work helping clients pursue prosperity, no matter how it may be defined: growing your wealth, supporting others in your life, finding more financial peace of mind, or creating a lasting legacy.

Working with us means you have direct access to each and every member of our team. Our advisors are committed to personalized advice and our staff is committed to giving you one-on-one support. We all work together to help you pursue your financial goals and prosperity -- however you may choose to define it.

Our Advisors

Andrea Singleton

Andrea Singleton

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Northwestern University, B.A. 1985
CA Insurance #0G99661

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Stanley Tse

Stanley Tse

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
CA Insurance #0H21421

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David Levine

David Levine

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

University of Washington, BA Business Administration

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Our Staff

Tyler Tse

Tyler Tse

Operations Manager

Financial Planning Specialist
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Roles & Responsibilities

  • Tyler manages our office, including scheduling meetings for Andrea, Stan and Dave. He also oversees the financial planning process.
Autumn Atchley

Autumn Atchley

Paraplanner

Operations Specialist
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Qualifications

  • • Series 7 – General Securities Representative
  • • Series – 63 Uniform Securities Agent
  • • Series – 65 Uniform Investment Advisor Law Examination
  • • Life and Health Insurance for the state of Washington
  • • Education: BA in Humanities from the University of Hawaii

Roles & Responsibilities

  • • Account and trade information
  • • Money movement