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Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that working together as a team can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Setting you and yours on the path toward a sound financial future is our ultimate goal. By using a team-based approach, we’re able to put our combined decades of experience into planning and protecting for your unique financial circumstances.

We invite you to discover and experience the power of our team

Lindsey + Team

Norma Drysdale

Norma Drysdale

Business Development & Client Services

(206) 973-4482

(866) 773-8304

Nathan O'Connor

Nathan O'Connor

Registered Representative

(206) 973-4485

(866) 773-8304

Julia Shulikov

Julia Shulikov

Registered Representative

(206) 826-1714

(866) 773-8304

Andrew  Lee

Andrew Lee

Financial Planner

206.973.4481

866.773.8304

Jim + Team 

Business Operations

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.