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 KC Smith

KC Smith

CFP®, APMA®

Private Wealth Advisor

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


Our 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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Rose Dussell

Rose Dussell

Client Service Coordinator

Roles & Responsibilities

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

Nick Ruppe

Paraplanner

Qualifications

  • SIE

  • Series 6

  • Series 63

Roles & Responsibilities

  • Client Meeting Preparation & Follow Up
  • Financial Planning Support
  • Licensed Assistant
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