[WSBAPT] request for referral

Laura Latta laura at lauralatta.com
Fri Oct 15 11:29:12 PDT 2021


Mike,
I have several clients who use Avier Wealth <https://avieradvisors.com/>
and are very happy with them. Lars Phillips and JP Osseward
<https://avieradvisors.com/our-team/> are great. They are located in
Bellevue and work with lots of professionals with young families.
Warmly,
Laura

On Fri, Oct 15, 2021 at 9:37 AM Mike Zeno <mikez at zenolawfirm.com> wrote:

> Can anyone recommend a fee-based financial advisor in the Greater Seattle
> area (preferably in Seattle itself)?  The person requesting the referral is
> a 30-something with a new child and substantial income—if that affects whom
> you would recommend.
>
>
>
> Thanks,
>
>
>
> Mike Zeno
>
>
>
> *The Law Office of G. Michael Zeno, Jr., P.S.*
>
> T:  (425) 947-8050   F:  (425) 947-8052
>
> 135 Lake Street S., Suite 257
>
> Kirkland, WA 98033
>
>
>
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*Laura LattaLaw Office of Laura Latta PLLC*

she/her

Phone (206) 841-2344

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Kenmore, WA 98028



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