Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Richard Alan Brende

Richard Alan Brende

Private Wealth Advisor

Managing Director of Olympic Wealth Advisors
Learn more about Richard Alan Brende Visit Richard Alan Brende's website


Our team

Leonel Escota

Client Concierge

Roles & Responsibilities

  • Provides readily available information to clients
  • Manages and resolves client service requests
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Dee Diego

Client Relationship Manager,

Marketing Manager

Qualifications

  • FINRA Series 7 and 66

Roles & Responsibilities

  • Schedules Client and Prospective Client Meetings
  • Manages and resolves client service requests
  • Coordinates educational and client appreciation events
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Caroline Groche, MSM

Practice Manager,

Financial Planning Specialist

Qualifications

  • Master's Degree, Corporate Finance, Toulouse Business School, France
  • 11 Years of Experience in the Financial Services Industry

Roles & Responsibilities

  • Manages Practice Operations
  • Contacts clients or prospects to confirm gather any additional information needed.; maintain contact during the financial planning process
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Jonathan Green

Investment Specialist

Qualifications

  • B.S. in Economics, California Polytechnic State University San Luis Obispo

Roles & Responsibilities

  • Prepares charts, graphs, tables and other visual aids to be used in meetings
  • Assists in investment research and analysis
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