Financial Planners
in Redmond, Washington
Based in the Seattle area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
Connect with Us
Joslin Capital Advisors is very excited to share that we have joined Beacon Pointe Advisors.
As always, our team is here to serve you in any way we can. Thank you again for the continued confidence you have placed in us as your trusted advisor.
Connect with One of Our Trusted Financial Planners in Redmond, WA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Redmond Financial Planners & Advisors
Charissa Portillo
Relationship Manager
Charissa is a Relationship Manager based in the Beacon Pointe Redmond office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. With over 20 years of experience in the financial services industry, Charissa is dedicated to helping clients meet their long-term financial goals. Charissa enjoys mentoring team members, imparting her knowledge of the industry, and supporting her team. Charissa earned her Associate Degree in Arts from the Liberal Arts Cypress College. Originally from Southern California, Charissa moved to the Seattle area with her family in 2002 and hasn’t looked back. She married her high school sweetheart and together, they share three children including boy/girl twins. Outside of the office, Charissa enjoys reading, music, art, and gardening.
Chris Bentley
Wealth Advisor
With over 30 years of experience working in the financial services industry, Chris is a dedicated wealth advisor based in Beacon Pointe’s Redmond office and is responsible for developing customized strategies to help individuals and families meet their financial life and legacy goals. In the early stages of his career, Chris worked in the mutual fund administrative sector, putting his Bachelor of Business Administration degree earned from Skidmore College to use. There he learned the importance of multi-tasking, time management, and paying attention to details. For the most recent decade, Chris has enjoyed helping families and individuals plan for, build, and protect their wealth so that they can focus their time and energy on what matters most to them. He thrives on building deep, long-term relationships, and bringing peace of mind to his clients. Outside of the office, Chris and his wife enjoy cooking, hiking, traveling, and spending time with family. He was also the final member of his family to relocate to the Seattle area from where he grew up and started his career in Boston.
David Monsees
Wealth Advisor
David is a dedicated Wealth Advisor, based in the Beacon Pointe Redmond office, who excels in providing outstanding support and services to both clients and team members. He brings enthusiasm and a deep passion for helping clients achieve their financial goals, consistently going above and beyond in his role. Beginning his career in the financial industry in 2020 after serving 10 years in the Navy as a submarine officer and another two years with the Navy Reserves, David brings a problem-solving mentality with close attention to detail. David grew up in North Carolina and earned his Bachelor of Science from North Carolina State University. David lived in Washington from 2016 to 2017, when he was on staff with a Navy Destroyer Squadron based out of Everett and moved back permanently in late 2019, bringing his wife and their dog. Outside of the office, David enjoys spending time outdoors, hiking and skiing, and is involved in volunteering through his local church.
Eric Land
Operations Manager
Eric is the Operations Manager for the Beacon Pointe Redmond office and is responsible for overseeing day-to-day firm operations and implementing policy and procedures. From streamlining various operational processes to ensuring technological data is secure and up and running, Eric is an efficiency guru. For over two decades, Eric has built a career in the wealth management industry, providing vital support to operations teams of previous firms. He graduated from the College of William and Mary with a Bachelor of Business Administration – majoring in finance with a concentration in accounting and earned his Certificate in Financial Planning from Old Dominion University’s financial planning program. Outside of the office, Eric enjoys exploring the great outdoors by biking, hiking, and skiing, and spending time as a member of the Colorado Mountain Club.
Lori Bawden
Senior Reporting Associate
Lori is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. Her duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Lori has 20 years of financial services experience and was an operations associate at Joslin Capital before the team joined forces with Beacon Pointe in 2024. Lori earned her Bachelor of Arts degree in Hotel and Restaurant Administration from Washington State University, and outside of the office, she enjoys cooking, running, jigsaw puzzles, painting, and spending time with her family.
Mike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director
As the Partner and Managing Director of the Beacon Pointe Redmond office, Mike is passionate about investing and people, and the incredible impact that smart financial decisions can have on the lives of others. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – Mike can assist with it all. Formerly a CPA, Mike switched realms and became a financial advisor in 1986, before starting his own firm in 1999, Joslin Capital. During his time at Joslin Capital, Mike was listed by Medical Economics Magazine as one of the top 150 financial advisors helping doctors in the United States. Fast forward nearly two and a half decades later, Joslin Capital merged with Beacon Pointe Advisors in 2024. Mike earned his Bachelor of Arts in accounting from the University of Washington and holds the Certified Public Accountant (CPA), Personal Financial Specialist™ (PFS®), and Certified Investment Management Analyst™ (CIMA®) designations. When Mike isn’t busy tending to his active memberships at the American Institute of Certified Public Accountants, Washington Society of Certified Public Accountants, Financial Planning Association, Investments and Wealth Institute, East King County Estate Planning Council (past president), and the Estate Planning Council of Seattle, you can find Mike skiing with his family, playing tennis, swimming, or improvising jazz solos with his collection of trumpets and flugelhorn.
Meet Our Redmond Financial Planners & Advisors
Charissa Portillo
Relationship Manager
Charissa is a Relationship Manager based in the Beacon Pointe Redmond office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. With over 20 years of experience in the financial services industry, Charissa is dedicated to helping clients meet their long-term financial goals. Charissa enjoys mentoring team members, imparting her knowledge of the industry, and supporting her team. Charissa earned her Associate Degree in Arts from the Liberal Arts Cypress College. Originally from Southern California, Charissa moved to the Seattle area with her family in 2002 and hasn’t looked back. She married her high school sweetheart and together, they share three children including boy/girl twins. Outside of the office, Charissa enjoys reading, music, art, and gardening.
Chris Bentley
Wealth Advisor
With over 30 years of experience working in the financial services industry, Chris is a dedicated wealth advisor based in Beacon Pointe’s Redmond office and is responsible for developing customized strategies to help individuals and families meet their financial life and legacy goals. In the early stages of his career, Chris worked in the mutual fund administrative sector, putting his Bachelor of Business Administration degree earned from Skidmore College to use. There he learned the importance of multi-tasking, time management, and paying attention to details. For the most recent decade, Chris has enjoyed helping families and individuals plan for, build, and protect their wealth so that they can focus their time and energy on what matters most to them. He thrives on building deep, long-term relationships, and bringing peace of mind to his clients. Outside of the office, Chris and his wife enjoy cooking, hiking, traveling, and spending time with family. He was also the final member of his family to relocate to the Seattle area from where he grew up and started his career in Boston.
David Monsees
Wealth Advisor
David is a dedicated Wealth Advisor, based in the Beacon Pointe Redmond office, who excels in providing outstanding support and services to both clients and team members. He brings enthusiasm and a deep passion for helping clients achieve their financial goals, consistently going above and beyond in his role. Beginning his career in the financial industry in 2020 after serving 10 years in the Navy as a submarine officer and another two years with the Navy Reserves, David brings a problem-solving mentality with close attention to detail. David grew up in North Carolina and earned his Bachelor of Science from North Carolina State University. David lived in Washington from 2016 to 2017, when he was on staff with a Navy Destroyer Squadron based out of Everett and moved back permanently in late 2019, bringing his wife and their dog. Outside of the office, David enjoys spending time outdoors, hiking and skiing, and is involved in volunteering through his local church.
Eric Land
Operations Manager
Eric is the Operations Manager for the Beacon Pointe Redmond office and is responsible for overseeing day-to-day firm operations and implementing policy and procedures. From streamlining various operational processes to ensuring technological data is secure and up and running, Eric is an efficiency guru. For over two decades, Eric has built a career in the wealth management industry, providing vital support to operations teams of previous firms. He graduated from the College of William and Mary with a Bachelor of Business Administration – majoring in finance with a concentration in accounting and earned his Certificate in Financial Planning from Old Dominion University’s financial planning program. Outside of the office, Eric enjoys exploring the great outdoors by biking, hiking, and skiing, and spending time as a member of the Colorado Mountain Club.
Lori Bawden
Senior Reporting Associate
Lori is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. Her duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Lori has 20 years of financial services experience and was an operations associate at Joslin Capital before the team joined forces with Beacon Pointe in 2024. Lori earned her Bachelor of Arts degree in Hotel and Restaurant Administration from Washington State University, and outside of the office, she enjoys cooking, running, jigsaw puzzles, painting, and spending time with her family.
Mike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director
As the Partner and Managing Director of the Beacon Pointe Redmond office, Mike is passionate about investing and people, and the incredible impact that smart financial decisions can have on the lives of others. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – Mike can assist with it all. Formerly a CPA, Mike switched realms and became a financial advisor in 1986, before starting his own firm in 1999, Joslin Capital. During his time at Joslin Capital, Mike was listed by Medical Economics Magazine as one of the top 150 financial advisors helping doctors in the United States. Fast forward nearly two and a half decades later, Joslin Capital merged with Beacon Pointe Advisors in 2024. Mike earned his Bachelor of Arts in accounting from the University of Washington and holds the Certified Public Accountant (CPA), Personal Financial Specialist™ (PFS®), and Certified Investment Management Analyst™ (CIMA®) designations. When Mike isn’t busy tending to his active memberships at the American Institute of Certified Public Accountants, Washington Society of Certified Public Accountants, Financial Planning Association, Investments and Wealth Institute, East King County Estate Planning Council (past president), and the Estate Planning Council of Seattle, you can find Mike skiing with his family, playing tennis, swimming, or improvising jazz solos with his collection of trumpets and flugelhorn.
Meet Our Redmond Financial Planners & Advisors
Charissa Portillo
Relationship Manager
Charissa is a Relationship Manager based in the Beacon Pointe Redmond office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. With over 20 years of experience in the financial services industry, Charissa is dedicated to helping clients meet their long-term financial goals. Charissa enjoys mentoring team members, imparting her knowledge of the industry, and supporting her team. Charissa earned her Associate Degree in Arts from the Liberal Arts Cypress College. Originally from Southern California, Charissa moved to the Seattle area with her family in 2002 and hasn’t looked back. She married her high school sweetheart and together, they share three children including boy/girl twins. Outside of the office, Charissa enjoys reading, music, art, and gardening.
Chris Bentley
Wealth Advisor
With over 30 years of experience working in the financial services industry, Chris is a dedicated wealth advisor based in Beacon Pointe’s Redmond office and is responsible for developing customized strategies to help individuals and families meet their financial life and legacy goals. In the early stages of his career, Chris worked in the mutual fund administrative sector, putting his Bachelor of Business Administration degree earned from Skidmore College to use. There he learned the importance of multi-tasking, time management, and paying attention to details. For the most recent decade, Chris has enjoyed helping families and individuals plan for, build, and protect their wealth so that they can focus their time and energy on what matters most to them. He thrives on building deep, long-term relationships, and bringing peace of mind to his clients. Outside of the office, Chris and his wife enjoy cooking, hiking, traveling, and spending time with family. He was also the final member of his family to relocate to the Seattle area from where he grew up and started his career in Boston.
David Monsees
Wealth Advisor
David is a dedicated Wealth Advisor, based in the Beacon Pointe Redmond office, who excels in providing outstanding support and services to both clients and team members. He brings enthusiasm and a deep passion for helping clients achieve their financial goals, consistently going above and beyond in his role. Beginning his career in the financial industry in 2020 after serving 10 years in the Navy as a submarine officer and another two years with the Navy Reserves, David brings a problem-solving mentality with close attention to detail. David grew up in North Carolina and earned his Bachelor of Science from North Carolina State University. David lived in Washington from 2016 to 2017, when he was on staff with a Navy Destroyer Squadron based out of Everett and moved back permanently in late 2019, bringing his wife and their dog. Outside of the office, David enjoys spending time outdoors, hiking and skiing, and is involved in volunteering through his local church.
Eric Land
Operations Manager
Eric is the Operations Manager for the Beacon Pointe Redmond office and is responsible for overseeing day-to-day firm operations and implementing policy and procedures. From streamlining various operational processes to ensuring technological data is secure and up and running, Eric is an efficiency guru. For over two decades, Eric has built a career in the wealth management industry, providing vital support to operations teams of previous firms. He graduated from the College of William and Mary with a Bachelor of Business Administration – majoring in finance with a concentration in accounting and earned his Certificate in Financial Planning from Old Dominion University’s financial planning program. Outside of the office, Eric enjoys exploring the great outdoors by biking, hiking, and skiing, and spending time as a member of the Colorado Mountain Club.
Lori Bawden
Senior Reporting Associate
Lori is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. Her duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Lori has 20 years of financial services experience and was an operations associate at Joslin Capital before the team joined forces with Beacon Pointe in 2024. Lori earned her Bachelor of Arts degree in Hotel and Restaurant Administration from Washington State University, and outside of the office, she enjoys cooking, running, jigsaw puzzles, painting, and spending time with her family.
Mike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director
As the Partner and Managing Director of the Beacon Pointe Redmond office, Mike is passionate about investing and people, and the incredible impact that smart financial decisions can have on the lives of others. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – Mike can assist with it all. Formerly a CPA, Mike switched realms and became a financial advisor in 1986, before starting his own firm in 1999, Joslin Capital. During his time at Joslin Capital, Mike was listed by Medical Economics Magazine as one of the top 150 financial advisors helping doctors in the United States. Fast forward nearly two and a half decades later, Joslin Capital merged with Beacon Pointe Advisors in 2024. Mike earned his Bachelor of Arts in accounting from the University of Washington and holds the Certified Public Accountant (CPA), Personal Financial Specialist™ (PFS®), and Certified Investment Management Analyst™ (CIMA®) designations. When Mike isn’t busy tending to his active memberships at the American Institute of Certified Public Accountants, Washington Society of Certified Public Accountants, Financial Planning Association, Investments and Wealth Institute, East King County Estate Planning Council (past president), and the Estate Planning Council of Seattle, you can find Mike skiing with his family, playing tennis, swimming, or improvising jazz solos with his collection of trumpets and flugelhorn.
Connect with one of our trusted Financial Advisors in the Seattle area.
We are here to be a partner with you on your personal wealth journey. Please contact our Redmond, WA team if we can be of service.
