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Contact
Tschetter Group
2155 112th Ave NE
Bellevue, WA 98004
425 998 9960
|
info@tschettergroup.com
Approach
Team
Ailyn Castillo
Office Manager & Investor Relations | Project Manager
Alden Gwinn
Advisor
Amanda McCarty
Financial Planning Associate
Amy Burry
Client Experience Manager
Andrew Weiss
Client Service Associate
Bailey Green
Client Service Associate
Dan Costello
Operations Manager
David Tschetter, CWS®
Advisor, President
Dustin Brumbaugh, CFA®
Advisor, CEO/CIO
Eli Gripp
Operations Associate
Ella Peterson
Client Service Associate
Gabrielle Ravenet
Client Service Associate
Henry Roberts
Advisor
John Bosworth
Jr. Operations Associate
Kelli Porter, CFP®
Advisor, Financial Planner
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
Services
Investment Management
Financial & Retirement Planning
Financial Life Management
Diversification Strategies
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