Greg Headrick, CFP, CIMA, AIFA
Managing Partner
Greg has worked in the financial industry since 1992. He focuses on investment fiduciary practices, wealth management and investment consulting for private clients and institutions. Greg is a member of the Investment Management Consultants Association (IMCA), the Financial Planning Association (FPA) and the Retirement Income Industry Association (RIIA). He has received the Certified Financial Planner (CFP), Certified Investment Management (CIMA), Retirement Management Analyst (RMA) as well as the Accredited Investment Fiduciary Analyst (AIFA) certifications. He holds the Series 7, 63, 65 and Insurance licenses. Greg is a Trustee, member of the Executive Committee and Chair of the Finance Committee at University Child Development School, also serving as the Treasurer on the Advisory Board of Southwest Boys and Girls Club.
Alice Boytz, CAP
Senior Partner
Alice has worked in the financial industry since 1998. She focuses on investment management for private clients and non-profit organizations, retirement planning, and wealth management. Alice holds the Series 7, 63, 65 and Insurance licenses. She holds the Chartered Advisor in Philanthropy (CAP) designation. CAP designees have training in areas of charitable giving and charitable planning tools. She serves on the board of Friends of Music at Hamilton International and is currently completing Seattle's Leadership Tomorrow program.
Nelly Mubashi, CRPS, MSF
Partner
Nelly has worked in the financial industry since 2002. She focuses on employer-sponsored retirement plans and wealth management for private clients. She holds the Chartered Retirement Plans Specialist (CRPS) designation, a Master’s of Science Degree in Finance from Seattle University, Series 7 and 66. She recently graduated with honors from Seattle University and is a member of Beta Gamma Sigma, a national business school honor society. Nelly is bilingual, speaking both Spanish and English. Nelly is a member of the Washington State Hispanic Chamber of Commerce.
William H. Ziehl Jr.
Senior Portfolio Manager
Chief Equity Strategist
Bill earned a Bachelor of Arts degree in Finance from Washington State University, with an emphasis on Economics. This year marks his 26th year as a professional in the financial industry, serving the last fifteen years as an investment portfolio manager. Bill holds the series 3, 7, 63, and 65 licenses. He is active with The Boy Scouts of America as an Eagle Scout and a Scout Master in Medina, Washington. Bill lives in Bellevue with his wife, son and daughter where they are involved in the church and community.
Steven Hering
Partner
Prior to starting his first market job with Drexel Burnham Lambert in 1986, Steven worked primarily in the Soft Drink industry. Traveling up to fifty weeks a year in the US, Canada, and the Caribbean for ten years, brought a unique view of classic American industry, Steven left Drexel for A. G. Edwards & Sons in January of 1989 and continued with Edwards through their recent purchase first by Wachovia, and its subsequent purchase by Wells Fargo Bank.
Between 1990 and 2000 in addition to his broker duties, Steven taught a basic investing course (pro-bono), for North Seattle Community College. Since giving up teaching, he's been on the learning team by becoming an associate member of the Market Technicians Association. As of this writing, Steven has passed two of the three required exams to become a Chartered Market Technician. Steven says the market is surely one of mankind’s greatest inventions. "Every day the market teaches us something new, and sometimes the lesson can be as much about ourselves as it can be about the commerce of the world." Steven concentrates his efforts in Commodities and Equities, and holds Series 3, 7, 63, and 65 licenses.