Advisors at this firm
Elissa N
Series 65
Lake Stevens, WA
The Goodland Group
Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.
Natalie T
CFP®
Goleta, CA
The Goodland Group
Natalie draws on 20+ years of comprehensive financial planning experience, 10+ years in fintech, and more than a decade of professional speaking to share advice that works in real life, not just on paper. She founded The Goodland Group to serve mid-career professionals with significant equity compensation (stock options and RSUs) at both public and private VC-backed companies. Natalie and her team of financial planners help clients who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k).
Miranda B
CFP®, Series 65
Goleta, CA
The Goodland Group
Miranda Bergemann is a CFP® with five years of industry experience, currently serving as a financial advisor at The Goodland Group. She has previously worked at Brighton Jones LLC and held positions at Charles Schwab, Morgan Stanley, and Professional Financial Specialists, Inc. The Goodland Group provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $46 million. The firm emphasizes a passive, asset-allocation approach using diversified portfolios with ETFs and mutual funds, and is noted for its public education and outreach programs as well as FinTech consulting services.
Cynthia H
CFP®, Series 65
Goleta, CA
The Goodland Group
Cynthia Hall is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked with firms including Northwestern Mutual and LearnLux Inc. Her background includes roles in financial planning and consulting services. She is part of The Goodland Group, a team of four advisors serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a passive, asset-allocation strategy using diversified portfolios and integrates third-party platforms and sub-advisors. The Goodland Group is also known for its public education programs and fintech consulting services alongside its advisory work.