Broker Check

Team

Scott is the president of B3 Wealth Strategies and is passionate about the relationship he has with his loyal clients and staff members. With more than 33 years of experience...

Read more

Alex has always been interested in the financial services industry and after graduating from Biola University with a degree in Business Management, he started with B3 Wealth Strategies and is now working as a wealth advisor at the firm...

Read more

Spencer is one of the firm’s wealth advisors and has always been interested in the financial services industry. He graduated with honors from Pacific Lutheran University with a degree in Business Administration with an emphasis in...

Read more

Heather M. Carlson

Wealth Advisor Assistant

Heather wears many hats at B3 Wealth Strategies and uses her more than 16 years of experience to help with trading, auditing, and opening accounts at the firm. After graduating from the University of Washington with a degree in...

Read more

Jess Olson

Client Services Specialist

Jess is our client services specialist at B3 Wealth Strategies and takes charge of managing the calendar, assembling meeting agendas, and other administrative tasks. She enjoys being able to provide great customer...

Read more

Dawn Baldwin

Client Relationship Specialist

Dawn will be the first smiling face you see when you walk through our doors and the friendly voice you hear when you call our office. Dawn values teamwork...

Read more

Tiffany is thrilled to be joining the B3 Wealth Strategies team as the new Operations Manager. She will oversee B3's office operations, that includes marketing, event planning and overall client services. 

Read more