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



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
Advisor photo for Bob Smith

Bob Smith

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Smith Visit Bob Smith's website
Advisor photo for Autumn Doolittle

Autumn Doolittle

CRPC, APMA

Associate Financial Advisor

Learn more about Autumn Doolittle Visit Autumn Doolittle's website


Our team

Amy Goeke

Amy Goeke

Client Service Manager,

Operations 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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Melissa Riley

Melissa Riley

Client Service Coordinator,

Financial Planning Assistant

Qualifications

  • B.A. in Communications from Flagler College

  • A.A. in Accounting from Lake Washington Institute of Technology

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Nicole Kelleher

Nicole Kelleher

Administrative Assistant

Qualifications

  • A.S. in Business from Diablo Valley College

Roles & Responsibilities

  • Client Reception
  • Client Meeting Preparation
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