Blue Water Wealth

Cherish Sutull is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. She has worked at Blue Water Wealth since 2021 and was previously with Paracle Advisors for eight years. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible, and Impact (SRI) principles into its investment approach and provides retirement-plan consulting along with access to third-party money managers.

Jadyn Kerns Funk is a Series 65-licensed financial advisor at Blue Water Wealth with five years of industry experience. Prior to joining Blue Water Wealth in 2020, Funk worked at Fisher Investments and held various roles at the University of Puget Sound and Michaels Arts & Crafts. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes Sustainable, Responsible, and Impact (SRI) investing, incorporating ESG factors across asset classes and offers retirement-plan consulting alongside its Coordinated Asset Management Program (CAMP).

Rebecca Semper is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Blue Water Wealth since 2022. Her prior roles include positions at Vision Capital Management, Umpqua Investments, Inc., and Umpqua Bank. She volunteers on the finance committee of North by Northeast, a community health center in Portland. Blue Water Wealth is a mid-sized firm with 11 advisors serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes Sustainable, Responsible, and Impact (SRI) investing, incorporating ESG factors across various asset classes and offers tailored investment solutions including retirement-plan consulting.

Martin Link is a financial advisor at Blue Water Wealth in Seattle, WA, holding a Series 65 designation with three years of industry experience. He joined Blue Water Wealth in 2022 after 14 years at Kathleen M. Kendziorski, CFP. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive and one-time financial planning, as well as discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm emphasizes Sustainable, Responsible, and Impact (SRI) investment principles and incorporates ESG factors across various asset classes.

Nancy Congdon is a CFP® with 34 years of industry experience. She has been with Blue Water Wealth since 2012 and previously worked at Cambridge Investment Research. In addition to her advisory role, she acts as an independent insurance agent for various companies. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes Sustainable, Responsible, and Impact (SRI) investing and incorporates ESG factors across asset classes, offering tailored solutions including retirement-plan consulting and third-party manager oversight.

Kristen Rajotte is a financial advisor at Blue Water Wealth with a Series 65 credential and three years of industry experience. Prior to joining Blue Water Wealth in 2019, she worked at Nike and Fred Meyer. Blue Water Wealth is a mid-sized advisory firm with 11 investment professionals serving individual and high-net-worth clients. The firm offers comprehensive and one-time financial planning, discretionary portfolio management through its Coordinated Asset Management Program (CAMP), and retirement-plan consulting, with an emphasis on Sustainable, Responsible, and Impact (SRI) investing.

Kristine Stawinski is a financial advisor at Blue Water Wealth with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Investment Advisers, Columbia Bank, Fidelity Investments, and Umpqua Bank. Outside of her advisory work, she is involved in skincare sales as a beauty consultant. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive and one-time financial planning, as well as discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm emphasizes Sustainable, Responsible, and Impact (SRI) investing, incorporating ESG factors across various asset classes and providing retirement-plan consulting alongside tailored portfolio solutions.

Merlin Arbor is a financial advisor at Blue Water Wealth with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Water Wealth since 2015, including a period at Cambridge Investment Research from 2017 to 2019. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes Sustainable, Responsible, and Impact (SRI) investing and incorporates ESG factors across various asset classes while also providing retirement-plan consulting and tailored management solutions.

Jada Fouch is a financial advisor at Blue Water Wealth in Portland, OR, holding a Series 65 designation. She has been with Blue Water Wealth since 2021 and has prior experience working in educational and athletic settings. Blue Water Wealth is a mid-sized firm with 11 advisors serving individual and high-net-worth clients through comprehensive and one-time financial planning, as well as discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible, and Impact (SRI) investment principles and manages assets with a focus on ESG factors.

David Ream is a financial advisor at Blue Water Wealth in Seattle, WA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and with Kathleen Kendziorski, CFP. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm emphasizes Sustainable, Responsible, and Impact (SRI) investing, incorporating ESG factors into portfolio construction and offers retirement-plan consulting alongside tailored investment solutions.

Jordan Ney is a financial advisor at Blue Water Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Back Office Connection, Evestnet Tamarac, and Invesco Distributors, Inc. Blue Water Wealth is a mid-sized firm with 11 investment professionals serving individual and high-net-worth clients through comprehensive and one-time financial planning, as well as discretionary portfolio management focused on Sustainable, Responsible, and Impact (SRI) investing principles. The firm also provides retirement-plan consulting and utilizes third-party money managers to implement client strategies.