Auxano Advisors

Peter Cline is a CFP® with 30 years of industry experience and has been with Auxano Advisors since 2008. He serves as president of the BridgeHead Foundation, a private charitable organization. Auxano Advisors is a team-based registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services with customized investment policies and ongoing manager oversight.

Dwight Whiting is a Series 66-licensed financial advisor at Auxano Advisors with 20 years of industry experience. He has been with Auxano Advisors since 2014. Outside of his advisory role, he serves as a director on the board of Cyva Research Corporation, a security consulting and software development company. Auxano Advisors manages approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm develops client-specific investment policies using fundamental, technical, and cyclical analysis, implementing both long- and short-term strategies across listed and private securities.

Andrew Matzen is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Auxano Advisors in Bellevue, WA. He has been with Auxano Advisors since 2014, working in various capacities within the firm. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to create client-specific investment policies and implements both long- and short-term strategies across listed and private securities.

Jared Davis is a CFP® professional at Auxano Advisors with two years of industry experience. He previously worked at Key Investment Services and Key Bank, where he spent six and seven years respectively. Davis is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients. The firm provides portfolio management and family office services, employing client-specific investment policies that incorporate fundamental, technical, and cyclical analysis across various securities and investment strategies.

Grayson Unger is a financial advisor at Auxano Advisors with a Series 65 designation and two years of industry experience. He previously worked at F1 Consultancy for seven years before joining Auxano Advisors in 2021. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients. The firm provides portfolio management and family office services, developing client-specific investment policies and implementing strategies across listed and private securities.

Daniel Anderson is a CFP® professional with eight years of experience at Auxano Advisors and four years prior experience at Castle High Value Surveys. He is based in Bellevue, WA, and has been with Auxano Advisors since 2018. Auxano Advisors manages approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm utilizes fundamental, technical, and cyclical analysis to develop client-specific investment policies and employs both long- and short-term strategies across listed and private securities.

Alexander Lee is a CFP® professional with 31 years of industry experience. He has been with Auxano Advisors since 2008, where he is part of an eight-advisor team based in Bellevue, WA. Auxano Advisors manages approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and utilizes both long- and short-term strategies across listed and privately placed securities.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services from 2014 to 2017. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients. The firm provides portfolio management and family office services, employing client-specific investment policies that incorporate fundamental, technical, and cyclical analysis across listed and privately placed securities.