Advisors at this firm
Colleen G
Series 63, Series 65
Olympia, WA
Sawston Wealth Management LLC
Colleen Gillespie is a financial advisor with Sawston Wealth Management LLC in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sawston Wealth Management since 2015. Outside of her advisory role, Gillespie serves as Chair of the Board of Trustees for Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and has held leadership roles with the Rotary Club of Olympia. Sawston Wealth Management provides advisory services to individuals, pension plans, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, financial planning, and an algorithm-based platform called SawstonDirect. The firm combines fundamental, cyclical, and quantitative analysis with modern portfolio theory and operates a hybrid model of traditional and automated investment management.
Brian H
Series 65
Olympia, WA
Sawston Wealth Management LLC
Brian Huddleston is a financial advisor at Sawston Wealth Management LLC with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Brand Asset Partners and Parsons Xtreme Golf. Sawston Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, financial planning, and an online algorithm-based service called SawstonDirect, managing client assets directly without third-party investment managers.