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Tommy S

Series 63, Series 65

Mercer Island, WA

Wells Fargo Advisors

Tommy Schumaker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at LPL Financial, Ek Riley Investments, First Allied Securities, and Ragen Mackenzie Investment Services. In addition to advisory work, he is involved in non-variable insurance business activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement advice through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gavin S

Series 65, Series 63

Mercer Island, WA

Wells Fargo Advisors

Gavin Schumaker is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and E.K. Riley Investments. Outside of his advisory role, he is a 50% owner of Outdoor Trading Post LLC, a non-investment-related business. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting specific net-worth thresholds. The firm combines advisory services with various financial product offerings and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian B

Series 63, Series 65

Mercer Island, WA

Wells Fargo Advisors

Brian Bertsch is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Ek Riley Investments. In addition to his advisory role, he has a 50% ownership interest in Schumaker Bertsch LLC, a financial practice based in Issaquah, WA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cari A

Series 63, Series 65

Mercer Island, WA

Wells Fargo Advisors

Cari Anderson is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials. She has been in the financial industry since 2014, previously working at Umpqua Bank, Movement Mortgage LLC, and 1st Security Bank before joining her current firm in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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