We Work As A Team To Provide You The Best Service
Capstone Wealth Advisors has six offices throughout the Pacific Northwest, utilizing a team approach to provide continuity for your asset planning needs. Our investment committee meets weekly to discuss current economic events, market trends, asset allocations and more. By using a disciplined and methodical approach to investing, we remove the noise and emotion from your investment portfolio and allow you to focus on the things you love and enjoy most.
Tyler received his Bachelor’s degree in Finance and Economics from Western Washington University. While still enrolled, Tyler began his career in finance as an unpaid intern at a local wealth management firm. Through his dedication and loyalty to his clients, Tyler swiftly became an equity partner of the firm. Over the past 17 years, Tyler has immersed himself in all things financial planning while learning how to cater to each individual client with an ever-changing market.
Lettie received her Bachelor’s degree in Business Management from Western Washington University along with her Social Media Certification from the Bellingham Technical College. In 2013, Lettie started her career in finance working at a local financial planning firm where she grew into the position of Marketing and Client Development Director. She manages all matters to do with client relations and community involvement. Lettie has a multitude of licenses and registrations including…
Lauryn received her Bachelor’s degree in Finance from Central Washington University, and began her career in the financial services industry in 2012, working directly with Tyler as the Head of Client Services. Over the past 8 years Lauryn has established herself as a vital member to the team. She is currently the Head of Trading and has previously served as Client Services Manager and Marketing Director. Lauryn has a passion for finance and investing, she is highly knowledgeable in her field and spends countless hours studying current economic trends.
