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

LORI BAWDEN

JEREMY VERKE

Client Relationship Associate

Communications Specialist

Operations Associate

CONTACT JOSLIN

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

MEET THE PEOPLE WHO HAVE YOUR BACK

 AT JOSLIN WE LIKE NUMBERS

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