Capitol Hill Wealth Management

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Capitol Hill Wealth Management: An Ameriprise advisory practice serving the Seattle, WA area.
Capitol Hill Wealth Management: An Ameriprise advisory practice serving the Seattle, WA area.

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Advisors

David Woosley, Private Wealth Advisor serving the Seattle, WA area - Ameriprise Advisors

David Woosley

ChFC®, ADPA

Private Wealth Advisor

Founder of Capitol Hill Wealth Management
Visit David Woosley's website
Carl Hafen, Private Wealth Advisor serving the Seattle, WA area - Ameriprise Advisors

Carl Hafen

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Carl Hafen's website


Team

Jack Zemlin

Jack Zemlin

Financial Planning Analyst

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Financial Planning Analysis
  • Mutual fund and security trading
  • Required Minimum Distribution calculations
  • Life, Disability and Long Term Care insurance illustrations
  • Notary public
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Dylan Miyasaki

Dylan Miyasaki

Client Service Coordinator

Qualifications

  • Series 7 - General Securities Representative

Roles & Responsibilities

  • General Service Questions
  • Scheduling
  • Money transfers
  • Notary public
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