Puget Sound Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

KC Smith

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Puget Sound Wealth Advisors
Visit KC Smith's website


Team

Amy Goeke

Amy Goeke

Operations Manager,

Client Service Manager

Qualifications

  • B.S. in Human Resources and Family Sciences from University of Nebraska at Lincoln
  • Life & Health Insurance License

Roles & Responsibilities

  • Client Service Support
  • Practice Management
  • Licensed Assistant
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Betty Lider

Betty Lider

Office Manager,

Client Service Coordinator

Qualifications

  • B.S. in Business Administration from Humboldt State University

  • A.A. in Fashion Merchandising from California Academy of Merchandising Art and Design

Roles & Responsibilities

  • Client Meeting Preparation & Follow Up
  • Coordinate Client Service Requests
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Rose Dussell

Rose Dussell

Client Service Coordinator

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation and Follow Up
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