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 35 years of experience...
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...
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...
Heather wears many hats at B3 Wealth Strategies and uses her many 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...
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...
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...
Tiffany is our Chief Compliance Officer and Operations Manager. She oversees the overall office compliance and operations, including marketing tasks, event planning and client services