Meet Our Advisory Team
Our Redmond-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team has deep experience serving a diverse range of clients, including business owners & entrepreneurs as well as physicians and other practitioners. We are also proud to provide exceptional family office services for our ultra-high-net-worth clientele throughout the Seattle metropolitan area.
If you’re searching for a financial advisor in Redmond, WA, our team is ready to support you and your financial goals.
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.
Managing Directors
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.
Wealth Advisors
Andrew Chhor
Wealth Advisor
Andrew is a Wealth Advisor in the Beacon Pointe Redmond, WA office. As a lifelong Eastside native, Andrew brings a deep-rooted commitment to the Pacific Northwest and a rigorous financial background. He is dedicated to helping clients navigate their financial journeys with clarity and care, leveraging a client-first mentality built on years of hands-on industry experience.
Andrew earned his Bachelor of Science from the University of Washington and his MBA with a concentration in Finance from Washington State University. Prior to joining Beacon Pointe, Andrew spent over four years at Fidelity Investments, where he developed specialized expertise in investment strategy and holistic retirement planning.
Outside of the office, Andrew fully embraces the Pacific Northwest lifestyle. An avid athlete and outdoorsman, he spends his winters skiing at Crystal Mountain and his summers hiking the local trails with his partner. As a dedicated Seattle sports fan, he rarely misses a Seahawks game and remains a loyal advocate for the return of the SuperSonics. Having been born and raised on the Eastside, Andrew is personally invested in seeing the families of this community thrive for generations to come.
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. Outside the office, he enjoys hiking, skiing, and spending time outdoors with his wife and daughter. He’s also actively involved in volunteer work through his local church.
Client Service & Operations
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.
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.
