Josh’s extensive experience as an owner and project manager of a successful small business laid the groundwork for him to put his real-world experience to work helping clients and their families with their investment planning and wealth management needs.  

During his 15 years as a Financial Advisor, he has been dedicated to understanding clients’ financial needs and working with them to develop comprehensive investment strategies that can best meet their investment goals.

Josh’s primary focus is to help a select group of individuals, families, and business owners to build, manage, preserve, and transition their wealth.

Josh maintains the comprehensive FINRA Series 7 General Securities Representative License, Series 66 Uniform Combined State Law License, as well as being Insurance Licensed for Life, Health, Disability, Long Term Care, and Annuities which allow him to provide a broad range of products and services to his clients.

Actively involved in the community, Josh serves on the board of Whatcom Sports and Recreation, a non-profit organization dedicated to helping provide recreational facilities and programs for Whatcom County area residents. He is an active member of the Northwest Estate Planning Council, whose mission is to provide quality education for its members, enhance the understanding of the various professions represented by the council, and to foster collegiality among its members. Additionally, as an advocate for the Whatcom Mountain Bike Coalition (WMBC), he volunteers his time to support ongoing maintenance of our area’s outstanding trail systems. 

Josh and his wife Annie are kept busy raising their twins, son Parker & daughter Charley. As avid recreational enthusiasts, they enjoy participating with their children in some of their favorite sports including skiing, snowboarding, ice hockey, and mountain biking. Josh is always up for the thrill of competition and regularly competes in the annual Legendary Banked Slalom snowboard race and regional NW Cup mountain bike races. 

CA Insurance License Number: 0N00047. Resident State WA

William has been working at Wells Fargo Advisors since 2012 and has been in the financial industry since he graduated from the University of Washington with a BA in Economics in 2005. 

William is a key part of the team and is responsible for the creation and maintenance of the group's investment plans, eMoney® plans, market research, and portfolio construction and review.  He is also responsible for life insurance and annuity research and implementation, new client onboarding, and ongoing client reviews.  He is the key contact for inquiries related to your portfolio, Emoney® plan, and other investment related questions. 

William is registered in securities (FINRA Series 7 & 66) as well as licensed in insurance products (life, disability, long term care, and annuities).  He also recently earned his CERTIFIED FINANCIAL PLANNER® Certification. 

William has lived in Whatcom County since 2006 and is a lifetime Washington resident having grown up in Bellevue.  Away from the office, William enjoys spending time with his wife Heidi and their three children, Luke, Anna, and Nate.  He also enjoys smoking meat, cooking, and mountain biking. 

My Experience

2018 – Present: Wells Fargo Advisors, Financial Consultant, First Vice President – Investment Officer

2012 – 2018: Wells Fargo Advisors, Senior Registered Client Associate | Officer

2009 - 2012: Multop Financial, Registered Associate

2006 - 2009: Haven Financial Planning, Registered Associate

2005 – 2006: Symetra Life Insurance, Variable Annuity Customer Service Representative, Insurance Case Manager

My Education & Credentials

Bachelor of Arts in Economics – University of Washington

CA Insurance License Number: 0I27640. Resident State: WA

Maricel is an invaluable member of the Bellwether Wealth Management Group of Wells Fargo Advisors.  She assists the team in helping to ensure our clients receive personal and timely service.  Maricel is the primary point of contact for service needs and is responsible for processing disbursements, asset transfers, and a wide range of administrative functions. 

Maricel has been registered in securities since 2019 and holds the FINRA Series 7 (General Securities Representative registration) and Series 66 (Uniform Combined State Law registration).  She also holds licenses for life, health, disability, long term care, and annuities.

In her free time Maricel loves spending time with her two boys, Daniel and Clayton.  They enjoy watching Green Bay Packers football games, hiking, mountain biking, and traveling. 

My Experience

2016 – Present: Wells Fargo Advisors, Senior Registered Client Associate
2006 – 2016: Wells Fargo, Teller, Personal Banker, Fraud Specialist
CA Insurance License Number:  4135831.  Resident State:  WA