Tschetter Group

Brent Williams is a CFA® charterholder with nine years of experience in financial advisory roles. He is currently with Tschetter Group and previously worked at Principal Financial Group and D.A. Davidson & Co. Tschetter Group provides asset management and investment consulting to individuals, high‑net‑worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub‑advisory relationships. The firm’s investment approach includes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse strategies, including a privately offered fund-of-funds focused on venture capital, private equity, and real estate.

Peter Jacobs is a CFP® and CFA® with 28 years of industry experience. He has worked at Tschetter Group since 2022 and previously held roles at Stifel Nicolaus & Co. and Jacobs Broel Asset Management, LLC. He is also a partner in JHH Partners, LLC, a private investment vehicle. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis, offering customized portfolios that include strategies such as dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

Daniel Costello is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked at Tschetter Group since 2020 and previously spent eight years at E.K. Riley Investments, LLC. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across varied strategies, including dividend growth, capital appreciation, and crypto/digital-asset ETFs, and also serves as an investment manager and sponsor to a private pooled vehicle focused on venture capital, private equity, and regional real estate.

Rachel Tolbert is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. She joined the firm in 2025 and has prior experience at TransPecos Banks, SSB. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, standalone financial planning, and third-party sub-advisory relationships. The firm is noted for its private market fund, which invests in venture capital, private equity, and real estate through a fund-of-funds structure.

Henry Roberts is a financial advisor at Tschetter Group in Bellevue, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Holm & Cawley Financial Group, LLC, as well as the University of Washington. Outside of finance, Roberts is the founder of Jetxco, a manufacturing business. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combining fundamental, quantitative, and technical analysis across diverse strategies, and serves as investment manager and sponsor of a privately offered pooled fund focused on venture capital, private equity, and real estate.

John Bosworth is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation with no prior industry experience. His prior work includes roles outside the financial industry, such as positions at The Junkluggers and The Club at Snoqualmie Ridge, as well as experience in education at Eastside Catholic High School and Chief Kanim Middle School. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled vehicle, utilizing proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across multiple investment strategies.

Kelli Porter is a CFP® professional with eight years of industry experience, currently affiliated with Tschetter Group. She has worked at Purshe Kaplan Sterling Investments since 2019 and had prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled fund focused on venture capital, private equity, and real estate, employing a proprietary investment process that combines fundamental, quantitative, and technical analysis.

David Tschetter is a financial advisor with the Tschetter Group in Bellevue, WA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at D.A. Davidson & Co. and Purshe Kaplan Sterling Investments. He is also licensed as an insurance agent, providing fixed insurance products when needed by clients. Tschetter Group serves individuals, high-net-worth clients, trusts, estates, and businesses through asset management, financial planning, and sub-advisory services. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering a range of investment strategies and acting as a private fund adviser and sponsor for its TG Private Market Opportunities Fund LP.

Andrew Weiss is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. He has two years of industry experience, including time at Tschetter Group and prior roles at the University of Washington and Glendale Country Club, as well as service in the United States Marine Corps. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering strategies that include dividend growth, capital appreciation, international, and a crypto/digital-asset ETF sleeve.

Keaton Dean is an Investment Consultant at Fidelity Investments, where he works closely with clients and their families to develop financial plans tailored to their individual goals and preferences. He focuses on understanding each client's financial situation to implement effective retirement and investment strategies. Keaton began his career at Fidelity Investments as a Financial Representative in 2022 before advancing to his current role in 2023. His experience centers on creating comprehensive financial plans that address clients' unique needs. Outside of his professional work, Keaton engages in board games, fitness activities, reading, and volunteering.

Amanda Mc Carty is a CFP® advisor at Tschetter Group in Bellevue, WA, with one year of industry experience. Prior to joining Tschetter Group, she worked at Pacific Northwest Behavior LLC and held positions at Gonzaga University and Anthropologie. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis to manage customized portfolios, and it also serves as investment manager and sponsor to a privately offered pooled vehicle focused on venture capital, private equity, and real estate investments.

Richard Tschetter is a financial advisor with the Tschetter Group in Bellevue, WA, holding a Series 63 designation and over 53 years of industry experience. His prior roles include tenures at Wells Fargo Investments, D.A. Davidson & Co., and Tschetter Wealth Advisors. He is also president and owner of Soaring Eagle Ventures, a personal investment entity. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering customized strategies that include dividend growth, capital appreciation, international, innovation, and crypto-related ETFs, and is notable for sponsoring a private fund-of-funds focused on venture capital, private equity, and real estate investments.

Alden Gwinn is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Fidelity Investments and Norris & Stevens. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis. The firm manages discretionary accounts and a private pooled fund focused on venture capital, private equity, and regional real estate investments.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He is currently with Tschetter Group, where he has worked since 2017. Prior to joining Tschetter Group, he worked at D.A. Davidson & Co. from 2015 to 2017. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process utilizes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering customized portfolios and managing a private fund-of-funds with exposure to venture capital, private equity, and real estate.