Our advisors

Carl Hafen

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Carl Hafen Visit Carl Hafen's website

James Woosley

Associate Financial Advisor

Learn more about James Woosley Visit James Woosley's website


Our team

Jack Zemlin

Jack Zemlin

Financial Planning Analyst

Personal Intro

Jack joined Capitol Hill Wealth Management in 2014

Qualifications

  • BA in Business Administration from the University of Washington (2012)
  • 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
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Dylan Miyasaki

Dylan Miyasaki

Operations Manager

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • General Service Questions
  • Scheduling
  • Money Transfers
  • Rollovers & Account Transfers
  • Office Management
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