10655 NE 4th St, Suite 800 Bellevue, WA 98004P: (206) 624.5863
Erich M. Patten
Chief Investment Officer Portfolio Manager
Brook Anderson
CPA, CFP® Chief Operations Officer, Senior Wealth Advisor
R. Scott Gardner
CIMA®, AIF®, AIFA® Director of Institutional Consulting
Tingwei Chiang
CFP® Financial Planner
Chris Burkhart
FPQP™ Wealth Advisor
Chris Moreton
Retirement Plan Specialist
Nico Swanson
Operations Assistant
The Long Game: Golf & Financial Planning. Good Planning Goes a Long Way - Timely Topic
09/04/2026
Cutler Second Quarter 2026 Market Commentary
07/09/2026
A Resource We Hope You Won't Need Anytime Soon, Loss of a Loved One - Timely Topic
07/03/2026
