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Cody B

CFA®, Series 66

Seattle, WA

Garde Capital, Inc.

Cody Barney is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Garde Capital, Inc. since 2015. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory with behavioral finance, using diversified portfolios that include low-cost ETFs, individual securities, and alternatives.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jeffery L

Series 63, Series 65

Seattle, WA

Garde Capital, Inc.

Jeffery Lippens is a financial advisor with Garde Capital, Inc. in Seattle, WA. He holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach that combines modern portfolio theory with behavioral finance, utilizing diversified portfolios of ETFs, individual securities, and alternative strategies tailored to client risk profiles.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Thomas O

Series 63, Series 65

Seattle, WA

Garde Capital, Inc.

Thomas Owens is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized, globally diversified investment approach that incorporates modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Richard S

CFP®, CFA®, Series 66

Seattle, WA

Garde Capital, Inc.

Richard Severs is a CFP® and CFA® credentialed advisor at Garde Capital, Inc. in Seattle, WA, with 21 years of industry experience. He has been with Garde Capital since 2009. Outside of his advisory role, he serves as treasurer for a local homeowners association that manages liability protection for a neighborhood park. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory and behavioral finance, utilizing diversified portfolios primarily composed of low-cost exchange-traded funds alongside select individual securities and alternatives.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Henry W

CFP®, Series 63, Series 65

Seattle, WA

Garde Capital, Inc.

Henry Wurst is a CFP® with six years of industry experience, currently serving as a financial advisor at Garde Capital, Inc. He has held roles at several firms including Coldstream Wealth Management, Paracle Advisors, and The Vanguard Group. Garde Capital provides investment management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a portfolio approach based on modern portfolio theory and behavioral finance, primarily using low-cost exchange-traded funds tailored to client risk profiles.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ashley F

Series 65

Seattle, WA

Garde Capital, Inc.

Ashley Fancher is a financial advisor at Garde Capital, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been involved with Veritas Development, Inc., a real estate development company, where she serves as president overseeing development projects. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach combining modern portfolio theory and behavioral finance, managing diversified portfolios primarily through low-cost ETFs and other securities tailored to client risk profiles.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Marshal M

Series 63, Series 66

Seattle, WA

Garde Capital, Inc.

Marshal Mcreal is a financial advisor at Garde Capital, Inc. in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm combines modern portfolio theory with behavioral-finance insights to create customized, globally diversified portfolios, primarily using low-cost exchange-traded funds alongside select individual securities and alternatives.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Rey S

CFP®, CFA®

Seattle, WA

Garde Capital, Inc.

Rey Santodomingo is a CFP® and CFA® with over 15 years of industry experience, currently serving as an advisor at Garde Capital, Inc. since 2024. His prior experience includes roles at Bank of America Private Bank and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension clients. The firm employs a customized, globally diversified investment approach combining modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ryan K

Series 65

Seattle, WA

Garde Capital, Inc.

Ryan Kinerk is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Convoy, Inc. and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm uses a combination of modern portfolio theory and behavioral finance, implementing customized, globally diversified portfolios primarily with low-cost exchange-traded funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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