Bellevue, WA Office

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.

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.

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.

Dominic Cellitti is a CFP® with 11 years of industry experience and currently serves as a financial advisor at Threadline Wealth in Bellevue, WA. He previously worked at Moss Adams Wealth Advisors and Charles Schwab in various roles from 2013 to 2021. Outside of his advisory work, he is involved with Cellitti Capital LLC, a real estate and property management business. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, businesses, and institutional clients. The firm employs a discretionary, fee-based approach with diversified, long-term portfolio allocations, incorporating strategies such as options-based hedging and tax-aware investing.

As a modern individual living in a modern world, you are no stranger to life’s complexities. You want to simplify what you have and what you need. To get there seamlessly. Be it planning for the future or investing for retirement, it takes care and guidance to operate with confidence. Whether you feel assured, cluttered, or bewildered about your financial path, a financial plan can guide you on your path. When you work with the team at CS Wealth Management, you get knowledge and experience to help you make your financial decisions with the confidence you desire, and the peace of mind you deserve. Develop a comprehensive map of your financial situation. Build an understanding of where you are and where you are going. Understand your risks and timeline. Invest in your future and your family. No plan is one-size-fits-all. With experts by your side, you can develop the path to get you where you want to go. To make your complexity, simplified.

Jacob Demharter is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 credential. He has professional experience with Osaic Wealth, Driven Investments LLC, and Mountain America Credit Union, among other organizations, beginning his financial services career in 2024. 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 assets using a core-and-satellite investment approach with customized portfolio strategies.