Heath McHenry

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-2134 | Email

Heath has focused the majority of his 23-year career as a financial advisor on building long-term relationships with fiduciaries, providing exceptional service, and striving to understand the needs and complexities of their work. His broad experience in working with guardians and trustees provides him a unique perspective which has allowed him to form a niche in helping those individuals carry out their duties. Heath also has worked very extensively with families and trusts to develop strategic portfolios designed to meet their long-term goals.

Heath is a graduate of Eastern Washington University.

Candice Storm

Senior Registered Client Associate

206-621-2140 | Email

Candice has more than 20 years of experience in the financial services industry. She and Heath have worked together for more than 18 years. She plays an essential part of the team by enhancing efficiency through many functions. Working on client relationship management, technology solutions, and developing processes to enhance clients' satisfaction are among her key responsibilities.

Candice has a bachelor's degree in marketing. She lives in Eatonville with her husband and two sons. When she is not watching her sons' sporting events, she enjoys staying fit and spending time with family and friends.