Ours is a family business, formed in 2013 by James L Butler with his sons James and Neil. The three of us enjoyed lengthy tenures at a major, well-regarded financial institution but longed for the ability to create more personal, long-term relationships with clients. We decided to open our own practice, working with Wells Fargo Advisors Financial Network, one of our nation’s most reputable financial institutions, to hold and service client assets. Our venture has been a tremendous success and we can genuinely say that we look forward to going to work every day.
JAMES P. BUTLER, CFP®, CIMA™
Jim’s career in wealth management began in 1997. He is a graduate of Willamette University, CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst Professional. Beyond following the markets, Jim’s greatest passion is fly-fishing for steelhead with his wife and two sons.
Neil began advising clients in 2004, applying his background in Economics from Kenyon College to serve a wide range of their financial needs. Neil is a resident of Mercer Island and spends every moment of his free time pursing outdoor adventures with his son and daughter.
Cherie began working in the financial services industry in 2002 and specializes in addressing any and all types of client service issues. Cherie is a great fan of the Seattle Seahawks, movies, and walking paths. She is also passionate about taking marvelous care of our clients.
PAUL YU, CFA®
Paul began his career in the wealth management industry in 2006. He holds the Chartered Financial Analyst® designation and studied finance at Western Washington University. In his free time, Paul enjoys hiking, golfing and watching UFC events.