Tschetter Group

Brent Williams is a CFA® charterholder with eight years of industry experience. He currently works at Tschetter Group and has previously been employed by Principal Financial Group and D.A. Davidson & Co. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a variety of investment strategies, including equity, fixed income, and digital asset ETFs, and also manages a privately offered pooled fund focused on venture capital, private equity, and real estate.

Peter Jacobs is a CFP® and CFA® with 27 years of industry experience. He is currently an advisor at Tschetter Group and previously worked at Stifel Nicolaus & Co. and Jacobs Broel Asset Management, LLC. He has been a partner in JHH Partners, LLC since 2008, a private investment entity. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a range of investment strategies including equities, ETFs, fixed income, and digital assets. The firm also operates a closed pooled fund-of-funds and offers insurance brokerage services.

Daniel Costello is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 66 designation with 11 years of industry experience. He worked at E.K. Riley Investments, LLC for eight years before joining Tschetter Group in 2020. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a range of strategies including Dividend Growth, Capital Appreciation, and Cryptocurrency/Digital Asset ETFs, and combines advisory services with insurance brokerage and management of a closed pooled fund investing in venture capital, private equity, and regional real estate.

Henry Roberts is a financial advisor at Tschetter Group with four years of industry experience. He holds a Series 65 designation and has previously worked at Holm & Cawley Financial Group, Broderick Group, and Wischman Properties. Outside of financial advising, he is the founder of Jetxco, a manufacturing business based in Bellevue, WA. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a range of investment strategies, including equity, fixed income, and cryptocurrency ETFs, while also managing a pooled private fund and offering insurance brokerage services.

John Bosworth is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation. He joined the firm in 2024 and has prior experience at The Junkluggers and The Club at Snoqualmie Ridge. Bosworth’s background also includes education roles at Occidental College, Eastside Catholic High School, and Chief Kanim Middle School. Tschetter Group provides asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a range of investment strategies, including equity, fixed income, and digital asset strategies, and combines advisory services with insurance brokerage and private fund management.

Kelli Porter is a CFP® and holds a Series 66 license, with seven years of industry experience. She is currently with Tschetter Group and Purshe Kaplan Sterling Investments, having previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a range of strategies including equity, fixed income, and digital assets, while also operating as a licensed insurance agency and managing a closed pooled fund-of-funds.

David Tschetter is a financial advisor at Tschetter Group in Bellevue, WA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co. and Purshe Kaplan Sterling Investments. Tschetter Group provides asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a range of investment strategies, including equity, fixed income, and digital assets, and also serves as manager to a privately offered pooled fund.

Andrew Weiss is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation. He has recently transitioned into the financial industry following service in the United States Marine Corps from 2015 to 2020 and roles in higher education and club management. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs proprietary asset-allocation models and a range of investment strategies, including dividend growth, capital appreciation, international equity, and cryptocurrency ETFs, and also manages a private pooled fund with venture capital and private equity exposure.

Amy Burry is a financial advisor with Tschetter Group in Bellevue, WA, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Wells Fargo Advisors Financial Network and KMS Financial Services. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a range of strategies including dividend growth, international equity, and cryptocurrency ETFs. The firm also manages a private pooled investment vehicle and combines advisory services with insurance brokerage and private fund advisory activities.

Travis Bomgardner is a financial advisor with Tschetter Group in Bellevue, WA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Transamerica Capital, Inc. for 16 years and has been with Tschetter Group since 2022, also holding a role at Purshe Kaplan Sterling Investments since 2024. Bomgardner serves as an advisor and Chief Business Development Officer at Tschetter Group. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a variety of investment strategies, including equity, fixed income, and digital assets, while also offering insurance brokerage services and managing a private pooled fund with exposure to venture capital, private equity, and regional real estate.

Amanda Mc Carty is a CFP® professional with Tschetter Group in Bellevue, WA. She has been with the firm since 2023 and has prior experience in behavioral health and retail sectors. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a range of strategies including dividend growth, capital appreciation, and digital asset ETFs, and also manages a private pooled fund with venture capital, private equity, and real estate exposures.

Richard Tschetter is a financial advisor at Tschetter Group with 52 years of industry experience. He holds a Series 63 designation and has worked previously at D.A. Davidson & Co. from 2005 to 2017 before joining Tschetter Wealth Advisors. Outside of his advisory role, he is president and owner of Soaring Eagle Ventures, a personal investment corporation. Tschetter Group provides asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a range of investment strategies including equities, ETFs, fixed income, and digital assets, and also manages a private pooled fund with venture capital and private equity exposure.

Alden Gwinn is a financial advisor at Tschetter Group with a Series 65 credential and two years of industry experience. He previously worked at Fidelity Investments and AT&T Communications before joining Tschetter Group. Tschetter Group provides asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a range of strategies including Dividend Growth, Capital Appreciation, and Cryptocurrency/Digital Asset ETFs, and it also manages a closed pooled fund investing in venture capital, private equity, and real estate.

Eli Gripp is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation. He joined the firm in 2023 and has prior experience at RXA @ OneMagnify and University of Washington Disability Resources for Students. Outside of finance, he has been involved with Lynden Youth Sports. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a range of investment strategies, including equity, fixed income, and digital assets, and also manages a closed pooled fund focused on venture capital, private equity, and regional real estate.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Tschetter Group since 2017. He previously worked at D.A. Davidson & Co. from 2015 to 2017. Tschetter Group provides asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a range of investment strategies including equity, fixed income, and digital assets. The firm also manages a closed pooled fund focused on venture capital, private equity, and real estate, and operates as a licensed insurance agency.