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Our Team

Sam
Sam Martin MBA(tax), CFP®, CPA – Sr. Wealth Advisor 425-216-1612 sam@cpa4dds.com View Full Bio
Nate
Nathan J. Ricks CFP®, MS – Sr. Wealth Advisor 425-216-1612 nate@wealth4dds.com View Full Bio
boyle 08
Margaret M. Boyle CPA, CVA – Owner/Member 425-216-1612 mmb@cpa4dds.com View Full Bio
Aimee Guvernik
Aimee Gavurnik Portfolio Manager 425-215-1612 aimee@cpa4dds.com View Full Bio
The BAM ALLIANCE
The BAM ALLIANCE Investment Policy Committee View Full Bio
Dental Group
The Dental Group Our Affiliated Firm View Full Bio

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