Washington State’s new payroll tax – Ignore at your own peril
Paychecks across Washington State will be a little lighter beginning January 1, 2022. In...
Charissa Portillo
Director of Client Services
Charissa in three words:
Efficient. Determined. Positive.
Charissa is our director of client services with over 20 years of experience in the financial services industry. Her dedication to helping clients is what’s kept her in financial services all these years. As leader of the client services team, she enjoys mentoring our newer staff members, imparting her knowledge of the industry.
Charissa is originally from Southern California and moved to the Seattle area with her family in 2002. She married her high school sweetheart and together they have three children, including boy/girl twins. Charissa enjoys reading, music, art and gardening.
Education
- AA, Liberal Arts, Cypress College
Our Team
Insights
6 lessons my aunt’s passing taught me
by Mike Joslin My mom’s older sister passed away, alone, in Colorado in April. She had...
Our life in this pandemic
This blog may be a little more personal than our normal posts. But “normal” has...
Protecting your health when traveling overseas
One day we will be free to travel again. To lay our beach towels on top of warm sand. ...
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11431 Willows Road NE, Suite 120
Redmond, WA 98052
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Securities and Advisory Services offered, in states where licensed, exclusively through Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.