With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors

Richard Alan Brende

CRPC™

Private Wealth Advisor

Managing Director of Olympic Wealth Advisors
Learn more about Richard Alan Brende Visit Richard Alan Brende's website

Joseph Lavitt

Financial Advisor

Learn more about Joseph Lavitt Visit Joseph Lavitt's website


Our team

Leonel Escota

Client Concierge

Roles & Responsibilities

  • Provides readily available information to clients
  • Manages and resolves client service requests
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Dee Diego

Client Relationship Manager,

Marketing Manager

Qualifications

  • FINRA Series 7 and 66

Roles & Responsibilities

  • Schedules Client and Prospective Client Meetings
  • Manages and resolves client service requests
  • Coordinates educational and client appreciation events
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Caroline Groche, MSM

Practice Manager,

Financial Planning Specialist

Qualifications

  • Master's Degree, Corporate Finance, Toulouse Business School, France
  • 11 Years of Experience in the Financial Services Industry

Roles & Responsibilities

  • Manages Practice Operations
  • Contacts clients or prospects to confirm gather any additional information needed.; maintain contact during the financial planning process
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Jonathan Green

Investment Specialist

Qualifications

  • B.S. in Economics, California Polytechnic State University San Luis Obispo

Roles & Responsibilities

  • Prepares charts, graphs, tables and other visual aids to be used in meetings
  • Assists in investment research and analysis
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