Krause & Thorpe Wealth Management Team
Senior Vice President - Financial Advisor - ABD, Senior Portfolio Manager - Portfolio Focus
Heather’s commitment to her clients and fiduciary responsibility has earned her the Accredited Investment Fiduciary® (AIF®) Designation—a professional certification that is accredited by the American National Standards Institute (ANSI)—to help that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. Less than 10% of all financial advisors in the U.S. have earned this designation.
Heather is the Seattle Assistant Branch Director and primary member of the Krause & Thorpe Wealth Management Team. Heather has consistently served on Board of Directors, most recently with the Edmonds Senior Center, RBC Women's Association of Financial Advisors, and the Advisory Council for Boyer Children's Clinic. She is a member of the firm's Consulting Group, an exclusive group of advisors recognized for building consultative wealth management businesses--personalized wealth management advice and solutions to help accomplish client wealth management goals. Heather has passed the Series 7, 66, 9 and 10 exams and holds her Annuity, Life, Health and Long Term Care insurance licenses.
Born and raised in Seattle, Heather graduated from Franklin High School and holds a Bachelor of Science degree in mechanical engineering from Lafayette College, and a Master of Science degree in aeronautics & astronautics from the University of Washington. She is a former coxswain on the U.S. National Rowing Team and enjoys traveling, running, skiing, golfing and skeet shooting. She has lived in the Ballard area of Seattle since 1995 with her husband and two children.
Heather Krause has been nationally recognized with the following prestigious industry awards:
Senior Vice President - Financial Advisor
Pat has served on the Washington State Financial Advisory Committee and as President of both the Edmonds Chamber of Commerce and the Rotary Club of Edmonds. She earned both her Bachelor of Arts and Master of Science degrees from the University of Southern California. Pat has passed the Series 7, 63, 65, 9 and 10 exams and holds the Annuity, Life, Health and Long Term Care insurance licenses.
Now living in the Sunset Hill area of Seattle, Pat remains active in the Rotary Club of Edmonds and supporter of the Edmond's Arts Commission Write On The Sound. She enjoys spending time with her two children and three grandchildren, working in her garden, walking and traveling.
Financial Advisor
Natasha joins us as a veteran of the wireless industry with over 25 years experience. She is a graduate of the University of Washington with a Bachelor of Arts degree in business administration. Natasha has passed the Series 7 and 66 exams and holds her Life, Health and Long Term Care insurance licenses.
A transplant from New York, Natasha resides in the Magnolia neighborhood of Seattle with her husband and two children. She has a passion for cooking and entertaining her family and friends. She likes to volunteer at her children's school, play tennis, ski, is an avid boater, and enjoys all that the Pacific Northwest has to offer.
Senior Registered Client Associate
Jo has been a client associate with Heather and Pat since 2010, and with RBC Wealth Management since 1996. Jo previously was in the U.S. Army and attended the University of Maryland, Munich, Germany campus. She is passionately active with Special Olympics.
A Pacific Northwest native, Jo and her husband have resided in Edmonds since 1987. She enjoys volksmarching, cycling, hiking and spending time with her two daughters, son, daughter-in-law and grandchildren.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.
