BMMS Wealth Advisory LLC

Nathan Unger is a financial advisor at BMMS Wealth Advisory LLC with one year of industry experience. He holds a Series 65 designation and a CPA license. Prior to joining BMMS, he worked at Julien Unger & Associates PLLC, an accounting and tax preparation firm he owns, as well as at NW Unger CPA PLLC, Cbiz, and Berntson Porter & Company PLLC. BMMS Wealth Advisory LLC serves a small client base by referring clients to unaffiliated third-party wealth managers for portfolio management. The firm conducts due diligence on these managers and assists with client onboarding but does not manage or custody assets directly.

Christopher Julien is a financial advisor at BMMS Wealth Advisory LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Berntson Porter firms and CBIZ Berntson Porter. Outside of advisory work, Julien owns Julien CPA PLLC, providing income tax preparation and consulting services, and serves as Financial Controller for CloudFit Software LLC, an IT cloud consulting provider. BMMS Wealth Advisory LLC serves a small client base by referring clients to third-party wealth managers for portfolio management. The firm conducts due diligence on these managers and assists with client onboarding but does not directly manage or custody client assets.

Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, where she has worked since 2020. She has five years of industry experience and previously worked at Berntson Porter & Company, PLLC and PricewaterhouseCoopers. In addition to her advisory role, she is a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm. BMMS Wealth Advisory LLC serves a small client base by referring clients to unaffiliated third-party wealth managers for portfolio management. The firm conducts due diligence on these managers and assists with onboarding but does not provide direct portfolio management or custody of client assets.

Brendan Mc Auliffe is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, bringing seven years of industry experience. He has worked at BMMS Wealth Advisory since 2020 and has been a partner and CPA at the affiliated accounting firm BMMS Partners, PLLC since 2019, where he spends the majority of his time. Prior to that, he worked at Berntson Porter & Company, PLLC for nine years. BMMS Wealth Advisory LLC serves a small client base by referring clients to unaffiliated third-party wealth managers for portfolio management. The firm conducts due diligence on these managers and assists with onboarding but does not manage or custody client assets directly.