Madrona Financial & CPAs

Kristi Henderson is a CFP® and PFS™ with 18 years of experience in financial services. She is a partner at Madrona Financial & CPAs and related entities, including Madrona Advisory Group, LLC and Bauer Evans, Inc., P.S. Since 2019, she has served on the board of directors for Mountain Pacific Bank, a non-investment-related position. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm manages client accounts using model asset-allocation portfolios and incorporates a variety of investment instruments while operating in conjunction with a CPA firm and an affiliated insurance agency.

Danielle Meister is a financial advisor at Madrona Financial & CPAs with nine years of industry experience. She has held positions at several firms including Trajan Wealth, Scottsdale Wealth Advisory, Kavo Kerr, and UBS Financial Services. Meister is licensed with Series 63 and Series 65 credentials and is also involved in insurance sales, working approximately 30 hours per month selling various insurance products. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm uses model asset-allocation portfolios primarily with ETFs and offers sub-advisory and DST management services, operating in conjunction with a CPA firm and affiliated insurance agency.

Andrew Conner is a financial advisor at Madrona Financial & CPAs with 27 years of industry experience. He has worked at Madrona Financial Services since 2020 and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. In addition to his advisory duties, he presents monthly online webinars on long-term care. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting to individuals, pension and profit-sharing plans, and businesses. The firm employs model asset-allocation portfolios primarily using exchange-traded funds and offers sub-advisory and administrative services, operating alongside a CPA firm and an affiliated insurance agency.

Nicholas Smelser is a financial advisor at Madrona Financial & CPAs with five years of industry experience. He holds a Series 65 designation and has been with Madrona Financial Services since 2018. His prior work experience includes roles in various service and educational settings. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting to individuals, pension and profit-sharing plans, and businesses. The firm utilizes model asset-allocation portfolios primarily implemented with exchange-traded funds and offers a range of investment instruments and sub-advisory services tailored to client objectives.

Brian Evans is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. In addition to his advisory roles, Evans serves as a coach and speaker for the Financial Independence Group (FIG), dedicating approximately 10 hours per month to this activity. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm uses model asset-allocation portfolios implemented primarily with exchange-traded funds and offers sub-advisory services, incorporating a range of investment instruments tailored to client objectives.

Nicholas Wold is a financial advisor at Madrona Financial & CPAs with five years of industry experience. He holds the PFS™ designation and has worked at Madrona Financial Services since 2023, following roles at Triad Investment Management and Sutton-McCann & Company. In addition to his advisory work, Nicholas is a CPA and shareholder at Sutton-McCann & Company, a tax management firm. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, and businesses. The firm employs model asset-allocation portfolios primarily using exchange-traded funds and offers sub-advisory and consulting services.

Matthew Beyer is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Madrona Financial & CPAs since 2020. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and HomeStreet Bank. He is also involved in the sales of fixed and traditional insurance products. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm employs model asset-allocation portfolios primarily using exchange-traded funds and offers sub-advisory services, incorporating a variety of investment instruments to meet client objectives.

Michael Seely is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Investment Services, and Homestreet Bank. In addition to his advisory role, he is engaged as an agent in the sale of fixed and traditional insurance products. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm employs model asset-allocation portfolios primarily using exchange-traded funds and offers sub-advisory services, incorporating a broad range of investment instruments tailored to client objectives.

Robert Bauer is a financial advisor at Madrona Financial & CPAs with 17 years of industry experience. He holds a Series 65 designation and has been involved with Bauer Evans Inc, PS since 1989. Bauer also serves as a director of H.O. Seiffert, Inc., a family help corporation, and is a minority member and investment manager of Madrona Funds, LLC. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm employs model asset-allocation portfolios using a variety of instruments and operates under common ownership with a CPA firm and an affiliated insurance agency.

Joel Maher is a financial advisor at Madrona Financial & CPAs with 10 years of industry experience. He holds a Series 65 designation and has worked with related entities including Madrona Advisory Group, Madrona Insurance Services, and Bauer Evans, Inc. P.S. He is also an owner and member of Maher Group LLC, a real estate sales company where he contributes to administrative tasks, bookkeeping, marketing, and property research. Madrona Financial & CPAs provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm employs model asset-allocation portfolios primarily using exchange-traded funds and offers a range of investment instruments and insurance solutions through its common ownership with a CPA firm and an affiliated insurance agency.