Redmond, WA
Meet Our Advisory Team
What Our Clients Say
Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.
Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist, as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
Our Redmond Advisory Team
Managing Directors
Mike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director
Wealth Advisors, Client Service, and Operations
Andrew Chhor
Wealth Advisor
Charissa Portillo
Client Service Manager
David Monsees
Wealth Advisor
Jack Schneider
Associate Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Redmond team if we can be of service.