Office Locations: Seattle

Seattle Office

Seattle Branch
1909 214th St. SE, Suite 210
Bothell, WA 98021

Phone: 425.485.0380
Fax: 425.485.0698

Ronald Blue & Co.'s Seattle Office is led by Joe Helms. Joe understands the complex issues surrounding the development of personal and comprehensive financial and investment strategies. In the estate area, Joe assists his clients in identifying their family and charitable giving goals and in designing an estate plan that accomplishes these goals in a tax efficient manner. Joe is committed to building personal relationships with his clients and providing comprehensive financial counsel based on Biblical principles to clients in the Northwestern United States.

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I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

Stan Huneycutt

Sr. Financial Advisor
One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.

Brian Shepler

Chief Financial Officer, EVP Client Services
We tie everything back to our clients’ goals, quantify their financial goals, and then help to make sure they are doing the right things with their money to help them achieve those goals.

Jim Wise

Managing Director
The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

Aaron Klopfenstein

Sr. Financial Advisor
I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

Carol Jackovich

Personal Financial Advisor
If we free up our clients to focus on what is most important in their lives, then we have done our job.

Jeff Chinery

Managing Director
We are a holistic firm. We come in and get our arms around everything so that we can try to be a family's most trusted advisor.

Brian Holman

Managing Director
My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

Sherry Teat

Financial Advisor
I firmly believe in what we do and I love serving clients. I love when those two things can come together.

Janine Zeltwanger

Sr. Financial Advisor
I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

Melanie Fitzgerald

Personal Financial Advisor