Mercer Island, WA 82nd Avenue SE Office

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

William Ziehl Jr. is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Haleigh Thompson is a financial advisor at Northwest Asset Management with two years of industry experience. She holds a Series 65 designation and has previously worked at Investors Portfolio Services and Fortune Financial Services. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and other services, employing a fiduciary approach with portfolio diversification and periodic rebalancing.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Noura Alsheikh is a financial advisor at Northwest Asset Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Redfin Corp, and Kms Financial Services, Inc. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, using a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Teresa Starman is a CFP® with 25 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2018. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Starman is licensed to sell life, disability, variable life, and variable annuity insurance in Washington and is a member of the Snohomish County Estate Planning Council. Northwest Asset Management provides customized investment management, retirement and financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment strategies and offers distinctive operational features, including fiduciary services and comprehensive back-office support.

Alice Boytz is a financial advisor at Northwest Asset Management with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Piper Sandler & Co., UBS Financial Services, and the University of Washington. Northwest Asset Management serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering customized investment management, financial planning, and consulting services. The firm’s investment approach is based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, and individual securities.

Gregory Headrick is a CFP® professional with 34 years of experience in financial advising. He has worked at Northwest Asset Management since 2008 and previously spent 17 years with Purshe Kaplan Sterling Investments. Outside of his advisory role, Headrick serves as treasurer, trustee, and finance and investment committee member for UCDS, a private school in Seattle. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, using diversified ETFs, mutual funds, and selected individual securities, providing customized investment management and complementary financial planning and consulting services.

Leonard Van Dorp is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 17 years of industry experience. He previously worked at Garde Capital, Inc. from 2015 to 2019 before joining Northwest Asset Management in 2019. Outside of his advisory role, he serves as the Honorary Consul for the Netherlands, covering Washington, Idaho, and Montana. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, utilizing fundamental and technical analysis to build diversified portfolios and provide ongoing monitoring.