Seattle Asset Management

Seattle, Washington

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Wealthspire Seattle

1700 Westlake Ave N, Suite 325
Seattle, WA 98109

(206) 729-1700


Our Seattle Financial Planning Team

Julie A. Back, CFP®

Senior Vice President

Julie Back is a Senior Vice President and Financial Advisor...

Nick Bussard, CFP®

Senior Advisor Associate

Nick Bussard is a Senior Advisor Associate based in the...

Deborah Gibbs

Senior Associate, Compliance

Deborah Gibbs serves as a Senior Associate on the Compliance...

Lisa Graham, CFP®

Assistant Vice President

Lisa joined the Seattle team as an Assistant Vice President...

B. Kelly Keydel, CFP®, MBA, CDFA®

Managing Director

Kelly Keydel is a Managing Director and Financial Advisor based...

Heather Martin

Senior Associate, Advisory Technology

Heather Martin is a Senior Associate on the Advisory Technology...

Sierra Middleton

Senior Marketing Coordinator

Sierra is a Marketing Manager for the West Coast, serving...

Julie Penwell, CFP®

Assistant Vice President

Julie Penwell is an Assistant Vice President and financial advisor...

Melissa Restivo, FPQP™, AAMS®, MBA

Client Service Specialist

Melissa Restivo is a Client Service Specialist based in our...

Courtney Roberts

Project Manager

Courtney Roberts is a project manager based in our Seattle...

Callie Smothers

Office Coordinator

Callie is an Office Coordinator based in our Seattle office,...