Puget Sound Wealth Advisors

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



Advisors

KC Smith, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

KC Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit KC Smith's website
Alahna Miranda, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Alahna Miranda

BFA, APMA®

Financial Advisor

Financial Planning Specialist
Visit Alahna Miranda's website
Bob Smith, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

Bob Smith

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Smith's website

Team

April Whiteman

April Whiteman

Administrative Assistant

Roles & Responsibilities

  • Scheduling Coordinator
  • Client Reception
  • Client Meeting Preparation
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Austin Rockafield

Austin Rockafield

Client Service Coordinator

Qualifications

  • B.A in Accounting and Finance from Washington State University
  • Life & Disability Insurance

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Xavier Vazquez

Xavier Vazquez

Client Service Coordinator

Qualifications

  • B.S in Business Administration from University of Utah

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Amy Goeke

Amy Goeke

Client Service Manager,

Operations Manager

Qualifications

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

Roles & Responsibilities

  • Client Service Support
  • Practice Management
  • Licensed Assistant
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