Our advisors

Andrea Singleton

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Andrea Singleton Visit Andrea Singleton's website

Dave Levine

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Dave Levine Visit Dave Levine's website

Daniel Grigg

Associate Financial Advisor

Learn more about Daniel Grigg Visit Daniel Grigg's website


Our team

Tyler Tse

Tyler Tse

Operations Manager,

Financial Planning Specialist

Qualifications

  • Studied Software Development at The University of Washington
  • BS in Information Technology with a concentration in Software Development from the University of Phoenix

Roles & Responsibilities

  • Tyler manages our office, including scheduling meetings for Andrea, Stan and Dave. He also oversees the financial planning process.
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Sahabzada Areeb Kamal

Sahabzada Areeb Kamal

Financial Planning Analyst

Ari Simon

Ari Simon

Client Service Specialist