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Tschetter Group
2155 112th Ave NE
Bellevue, WA 98004
425 998 9960
|
info@tschettergroup.com
Approach
Team
Ailyn Castillo
Office & HR Manager | Investor Relations
Alden Gwinn
Advisor
Amanda McCarty, CFP®
Financial Planning Associate
Amy Burry
Client Experience Manager
Andrew Weiss
Financial Planning Associate
Brent Williams, CFA®
Portfolio Manager
Dan Costello
Operations Manager
David Tschetter, CWS®
Advisor, President
Dustin Brumbaugh, CFA®
Advisor, CEO/CIO
Eli Gripp
Client Service Associate
Ella Peterson
Client Service Associate
Henry Roberts
Advisor
John Bosworth
Operations Associate
Kelli Porter, CFP®
Advisor, Director of Planning & Service
Madison Cooper
Financial Planning Associate
Peter Jacobs, CFA®, CFP®
Senior Portfolio Manager
Richard Lee
COO/CCO
Richard Tschetter
Advisor, Chairman
Travis Bomgardner, CRPC®
Advisor, CBDO
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Financial Life Management
Diversification Strategies
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