BMMS Wealth Advisory LLC

Nathan Unger is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 credential and two years of industry experience. He is also the owner of Julien Unger & Associates PLLC, an accounting and tax preparation firm. His prior experience includes roles at NW Unger CPA PLLC, Cbiz, and Berntson Porter & Company PLLC. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for ongoing portfolio management. The firm emphasizes due diligence in manager selection and integrates tax and accounting perspectives into client planning alongside the chosen wealth manager.

Christopher Julien is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA. He holds a Series 65 designation and has five years of industry experience. Julien has worked in various roles including accounting and tax preparation, and he owns Julien CPA PLLC, where he provides income tax planning and preparation services. He also serves as Financial Controller for CloudFit Software LLC, an IT service provider. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers. The firm emphasizes due diligence and ongoing monitoring of recommended managers while integrating tax and accounting perspectives into client planning.

Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, with five years of industry experience. She has worked previously at Berntson Porter & Company, PLLC, and since 2019 has been a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm where she spends the majority of her time. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for portfolio management. The firm emphasizes due diligence and ongoing manager monitoring while integrating tax and accounting insights, leveraging its close affiliation with an accounting practice.

Brendan Mc Auliffe is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 license and eight years of industry experience. He is also a CPA and 50% partner at BMMS Partners, PLLC, an affiliated accounting firm where he spends the majority of his time. Prior to his current roles, he worked at Berntson Porter & Company, PLLC for nine years. BMMS Wealth Advisory serves individuals and businesses by connecting them with third-party wealth managers for portfolio management while providing ongoing tax and planning coordination. The firm focuses on due diligence and manager selection, integrating tax and accounting perspectives alongside chosen wealth managers, and does not manage client assets or charge fees based on assets under management.