Consilio Wealth Advisors, LLC

Matthew Behning is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, Washington, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company, Bank of America, and Merrill Lynch. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, alternative investments, and options strategies within separately managed accounts.

Alexander Dorell is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Consilio Wealth Advisors in 2021, he worked at Northwestern Mutual Wealth Management Company and Charles Schwab. Outside of his advisory role, he works as a driver for Uber and Postmates. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term orientation, incorporating strategies such as options and derivatives within separately managed accounts.

Carin Sevigny is a CFP® with 11 years of industry experience, currently serving as an advisor at Consilio Wealth Advisors, LLC. Her prior roles include positions at The Retirement Solution and the College of Financial Planning. She is also a licensed insurance agent, spending a portion of her time implementing insurance recommendations. Consilio Wealth Advisors is a fiduciary registered investment advisor that provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm uses Modern Portfolio Theory and fundamental analysis with a long-term orientation and incorporates strategies including options and derivatives within separately managed accounts.

Spencer Sprague is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He has worked at Consilio Wealth Advisors, LLC since 2024 and previously held positions at Blue Trust and George Fox University. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term orientation and incorporates options and derivatives within separately managed accounts.

Christopher Kaminski is a CFP® and ChFC® with 15 years of experience in financial services. He has worked at Northwestern Mutual in various roles from 2009 to 2021 before joining Consilio Wealth Advisors, LLC in 2021. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term focus, using a range of investment vehicles including options and derivatives within separately managed accounts.

Hao Dang is a financial advisor at Consilio Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Advisors Group, Inc. and LPL Financial, LLC. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm utilizes Modern Portfolio Theory and fundamental analysis with a long-term orientation, and it incorporates strategies including options and derivatives within separately managed accounts.

Angela Phillips is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at several firms including Mass Mutual Life Insurance Company, Metlife Securities, and Wells Fargo Advisors Financial Network before joining Consilio Wealth Advisors, LLC in 2021. Outside of her advisory role, she spends a small portion of her time as an independent insurance professional. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis, incorporating a range of investment vehicles and strategies, including the use of derivatives in separately managed accounts.