Badgley Phelps Wealth Managers

Anna Inveen is a CFP® professional with three years of experience at Badgley Phelps Wealth Managers in Seattle, WA. Her prior work includes roles at Seattle Tennis Club and Peek Kids, as well as studies at the University of Washington. Badgley Phelps Wealth Managers provides wealth and investment management along with standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a disciplined asset allocation and model-based portfolio construction approach, managing a range of strategies including equity, fixed income, balanced, and liquid alternatives.

Kelsey Lichttenegger is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coldstream Wealth Management for seven years before joining Badgley Phelps in 2022. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of strategies including equity, fixed income, balanced, and liquid alternatives.

Johan Strand is a CFA® charterholder based in Seattle, WA, with three years of industry experience. He has worked at Badgley Phelps Wealth Managers since 2023, following prior roles at JSRE and Swedbank Robur. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and liquid alternative strategies.

Patrick Rodgers is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds a Series 65 credential and has been with the firm and its predecessors since 1998. Badgley Phelps Wealth Managers provides wealth and investment management as well as standalone financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined, model-based investment approach with dedicated equity styles and periodic portfolio rebalancing, serving clients through both in-house teams and third-party subadvisers.

Calvin Spranger is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds the CFA® and CIC designations, along with Series 63 and Series 65 licenses. Spranger has been with Badgley Phelps in various capacities since 2000. Badgley Phelps Wealth Managers provides wealth and investment management and standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach centers on disciplined asset allocation and model-based portfolio construction, with periodic rebalancing and a range of equity styles.

Mitchell Steiner is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, holding a Series 65 designation with seven years of industry experience. He has worked at Badgley Phelps Wealth Managers and its predecessor since 2016, following nine years at Commerce Bank of Washington. Badgley Phelps Wealth Managers provides wealth and investment management, as well as standalone financial planning, to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach focuses on disciplined asset allocation and model-based portfolio construction, using dedicated equity styles and periodic rebalancing.

James Callaghan is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, holding a Series 65 designation with 42 years of industry experience. He has been with the Badgley Phelps organization in various forms since 1983. Callaghan serves on the Board of Directors for Pacific Trust Company, focusing on corporate governance. Badgley Phelps Wealth Managers provides wealth and investment management as well as standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined, model-based approach to asset allocation and portfolio construction, offering multiple equity styles and periodic rebalancing, and acts as an ERISA fiduciary for plan clients.

David Berdine is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fred Alger & Company, D.A. Davidson & Co., and Patrick Capital Markets. Berdine has been with Badgley Phelps since 2024. Badgley Phelps Wealth Managers provides wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and offers a range of equity, fixed income, balanced, and alternative investment options.

Michael Schultz is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Badgley Phelps Wealth Managers and its predecessor entities since 2003. The firm provides wealth and investment management as well as standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. Badgley Phelps employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity and fixed income strategies and acting as an ERISA fiduciary for plan clients.

Jacob Koodrich is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Badgley Phelps Wealth Managers and has previously worked at Build Asset Management, Brean Capital, and D.A. Davidson & Co. There are no additional outside activities noted. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined, model-based investment approach with a focus on asset allocation and offers a range of strategies including equity, fixed income, balanced, and liquid alternatives.

Michael Gerke is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, holding a Series 65 credential with 24 years of industry experience. He has worked at various iterations of Badgley Phelps firms since 2001. Badgley Phelps Wealth Managers provides wealth and investment management along with standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach focuses on disciplined asset allocation and model-based portfolio construction, incorporating multiple equity styles and regular rebalancing.

Ben Duncanson is a financial advisor at Badgley Phelps Wealth Managers in Boise, ID, holding the CFP® designation with 11 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2015 to 2023 before joining IFP Securities, LLC. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and liquid alternative strategies along with held-away account management and portfolio reporting.

Emily Perkins is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Her work history includes roles at Merriman Wealth Management and Northwestern Mutual Life Insurance Company. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of investment strategies and acting as an ERISA fiduciary for plan clients.

Howard Miracle is a financial advisor with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Marshall & Sullivan, Inc., Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Badgley Phelps Wealth Managers provides wealth and investment management as well as standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and acts as an ERISA fiduciary for plan clients.

Payton Chipley is a financial advisor at Badgley Phelps Wealth Managers with a Series 65 credential and three years of industry experience. Prior to joining Badgley Phelps, he worked at Arrian Investments, Inc. and Northwestern Mutual. He is also an independent licensed insurance agent, providing clients with recommendations on life, accident, and health insurance products. Badgley Phelps Wealth Managers serves individuals, families, corporations, retirement plans, endowments, and foundations by offering wealth and investment management as well as standalone financial planning. The firm employs a disciplined, model-based investment approach with diverse equity styles and periodic portfolio rebalancing.