Our advisors

Carl Hafen

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Carl Hafen Visit Carl Hafen's website

James Woosley

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Woosley Visit James Woosley's website


Our team

Jack Zemlin

Jack Zemlin

Financial Planning Analyst

Personal Intro

Jack joined Capitol Hill Wealth Management in 2014

Qualifications

  • BA in Business Administration from the University of Washington (2012)
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Financial Planning Analysis
  • Mutual fund and security trading
  • Required Minimum Distribution calculations
  • Life, Disability and Long Term Care insurance illustrations
View more
Dylan Miyasaki

Dylan Miyasaki

Operations Manager

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • General Service Questions
  • Scheduling
  • Money Transfers
  • Rollovers & Account Transfers
  • Office Management
View more