We’ve Got Your Back

ABOUT JOSLIN CAPITAL ADVISORS

WHAT WE DO

“We’re stewards of your wealth and aggressive about integrity.”

Mike Joslin

THE JOSLIN APPROACH

DISCOVER

EVALUATE

SET A COURSE

LAUNCH

REFINE

Imagine Your Future. It Begins Today.

TAREK McALEE • CFP

MIKE JOSLIN • CIMA, CPA/PFS

KATHY BETZ • MBA

Chief Executive Officer

Senior Client Advisor

Client Advisor

BECKY LARSEN

GARRETT FUJIWARA • MBA

LORI BAWDEN

Client Advisor

Communications Specialist

Operations Associate

JEREMY VERKE

Client Relationship Associate

 AT JOSLIN WE LIKE NUMBERS

CONTACT JOSLIN

When it comes to your wealth, you deserve a listening ear and undivided attention.

MEET THE PEOPLE WHO HAVE YOUR BACK

CONTACT JOSLIN

411 - 108th Ave NE | Suite 2080
Bellevue, WA 98004

425.688.0555 / 877.688.0555

WE’VE GOT YOUR BACK

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CONTACT JOSLIN

When it comes to your wealth, you deserve a listening ear and undivided attention.

 

OUR PHILOSOPHIES

WHY CHOOSE JOSLIN