Threadline Wealth

Michelle Walker is a CFA® charterholder affiliated with Threadline Wealth and holds a Series 63 license. She has been with Moss Adams Wealth Advisors LLC, operating as Threadline Wealth, since 2018. Prior to entering financial advisory, she worked in the restaurant industry. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a broad client base, including individuals, families, businesses, trusts, foundations, retirement plans, corporations, and tribal government enterprises. The firm uses a diversified, long-term investment approach that incorporates quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware indexing.

John Davis is a financial advisor at Threadline Wealth with 24 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His career includes roles at Moss Adams Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Principal Life Insurance Company, and several other firms. Outside of his advisory work, he owns a rental property. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to individuals, families, business owners, and institutional clients. The firm employs a discretionary, fee-based investment approach with diversified, long-term allocations and offers access to a range of strategies including tax-aware investing and private fund selections.

Jennifer Furness is a financial advisor with Moss Adams Wealth Advisors LLC in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Moss Adams Wealth Advisors since 2001 and Moss Adams Securities & Insurance LLC since 2004. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors.

Joseph Ghidossi is a CFP® professional with 16 years of experience in financial advising. He currently works at Threadline Wealth and previously held roles at Moss Adams Wealth Advisors LLC and Charles Schwab. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a broad range of clients including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach with diversified allocations, integrating quantitative and qualitative due diligence and specialized strategies such as options-based hedging and tax-aware investing.

Christopher Waetzig is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with Moss Adams Wealth Advisors since 2013. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. Their investment approach centers on long-term, strategic asset allocations implemented via a core-and-satellite strategy using a variety of investment vehicles and customized strategies.

Molly Lengkeek is a financial advisor with Threadline Wealth, holding seven years of industry experience. She previously worked at Winegars for three years before joining Moss Adams Wealth Advisors, where she has been since 2019. Threadline Wealth provides wealth management, financial planning, and investment consulting to a diverse client base, including individuals, families, business owners, trusts, and institutional clients. The firm employs a discretionary, fee-based approach with diversified, long-term portfolios utilizing both quantitative and qualitative due diligence alongside specialized strategies such as options-based hedging and tax-aware investing.

Brandon Zilles is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Moss Adams Wealth Advisors LLC since 2018 and previously was with Northwestern Mutual. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets and employs a core-and-satellite investment approach utilizing separately managed accounts, mutual funds, ETFs, and private investment funds.

Kelsen Edwins is a CFP® with 9 years of industry experience, currently serving as an advisor at Moss Adams Wealth Advisors LLC since 2014. Based in Seattle, WA, he holds a Series 66 license. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. It employs a core-and-satellite investment approach based on written Investment Policy Statements and offers customized strategies along with both discretionary and non-discretionary portfolio management.

Michael Anderson is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Threadline Wealth and has previously worked at firms including Moss Adams Wealth Advisors LLC, Winans Investments, and Ameritech Financial. Outside of finance, he spent eight years at Bear Creek Mountain Resort. Threadline Wealth provides wealth management, financial planning, and investment consulting to a broad client base including individuals, families, business owners, trusts, foundations, and institutional clients. The firm employs a discretionary, fee-based investment approach featuring diversified, long-term allocations through core-and-satellite strategies, third-party managers, and tax-aware programs.

Colten Christianson is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with Moss Adams Wealth Advisors since 2013. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, providing comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in client assets using a core-and-satellite approach and customized strategies implemented from written Investment Policy Statements.

Benjamin Shively is a financial advisor with Threadline Wealth and holds the CFP® designation and Series 65 license. He has 15 years of industry experience and has been with Moss Adams Wealth Advisors LLC, doing business as Threadline Wealth, since 2010. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management to a diverse client base including individuals, families, business owners, trusts, foundations, retirement plans, corporations, tribal government enterprises, and other institutional clients. The firm employs a core-and-satellite investment approach that incorporates both quantitative and qualitative due diligence and offers specialized strategies such as options-based hedging and tax-aware investing.

Ryan Franklin is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Moss Adams Wealth Advisors LLC since 2006 and concurrently serves as a Tax Senior Manager at Moss Adams, LLP, where he manages tax preparation, planning, and client relationships. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets using a core-and-satellite investment approach and provides both discretionary and non-discretionary portfolio management.

Kelly Gwynn is a CFP® professional at Moss Adams Wealth Advisors LLC in Seattle, WA, with six years of industry experience. Prior to returning to Moss Adams in 2020, Gwynn worked at Sirsidynix from 2015 to 2019. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of advisors.

Jason Romano is a financial advisor with Moss Adams Wealth Advisors LLC in Los Angeles, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 31 years of industry experience, including over two decades with Moss Adams firms. Romano has worked at Moss Adams Wealth Advisors LLC since 2000 and at Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors provides investment advisory, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations, pension and profit-sharing plans, and tribal government entities. The firm manages a broad range of account types and assets, employing a long-term, strategic asset allocation approach with core-satellite portfolio construction and both quantitative and qualitative manager due diligence.

Scott Comfort is a CFP® professional at Threadline Wealth with three years of industry experience. He has previously worked at Moss Adams Wealth Advisors, Stackline, Moss Adams, and Fircrest Golf Club. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a wide range of clients including individuals, families, business owners, and institutional clients. The firm emphasizes diversified, long-term portfolio construction using a core-and-satellite approach and incorporates strategies such as options-based hedging and private fund selections.