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

KC Smith

CFP®, APMA

Private Wealth Advisor

Managing Partner of Puget Sound Wealth Advisors
Learn more about KC Smith Visit KC Smith's website


Our team

Amy Goeke

Amy Goeke

Client Service Manager,

Operations Manager

Qualifications

  • B.S. in Human Resources and Family Sciences from University of Nebraska at Lincoln
  • Life & Health Insurance License

Roles & Responsibilities

  • Client Service Support
  • Practice Management
  • Licensed Assistant
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Melissa Riley

Melissa Riley

Client Service Coordinator,

Financial Planning Assistant

Qualifications

  • B.A. in Communications from Flagler College

  • A.A. in Accounting from Lake Washington Institute of Technology

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Gaye Frandsen

Gaye Frandsen

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Follow Up
  • Coordinate Client Service Requests
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