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.



Our advisors

Josh Baker, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Josh Baker

CFP®

Financial Advisor

Managing Director
Learn more about Josh Baker
Shane Phillips, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Shane Phillips

APMA, CRPC, CEPA®

Financial Advisor

Managing Director
Learn more about Shane Phillips

Our team

Sara Zadegan

Client Service Associate