Legacy 29 Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Jeff Mitchell, Associate Manager serving the Bellevue, WA area - Ameriprise Advisors

Jeff Mitchell

CRPC®, APMA®

Associate Manager

Managing Director
Visit Jeff Mitchell's website
Eric Breecher, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Eric Breecher

CRPC®, APMA®

Financial Advisor

Managing Director
Visit Eric Breecher's website
Taylor Mitchell, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Taylor Mitchell

CFP®, MBA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Taylor Mitchell's website
David Witthuhn, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

David Witthuhn

CRPC®

Financial Advisor

Managing Director
Visit David Witthuhn's website
Casey Sullivan, Associate Manager ACD serving the Bellevue, WA area - Ameriprise Advisors

Casey Sullivan

Associate Manager ACD

Financial Advisor
Visit Casey Sullivan's website

Team

Laura Namavong

Laura Namavong

Registered Operations Leader

Qualifications

  • BA Psychology, Washington State University
  • FINRA Series 7 & 66

Roles & Responsibilities

  • Client service, document processing, money disbursements, meeting scheduling, and administrative duties.
View more
Jen McDowell

Jen McDowell

Client Service Associate

Roles & Responsibilities

  • Calendar management for Jeff, client requests for cash and other servcie items
View more
Kristina Tieck

Kristina Tieck

Client Service Associate