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Wayfinding Financial is an independent, SEC-Registered Investment Advisor firm that provides clients with objective, transparent, and a collaborative team approach to wealth management. 

Our mission:  Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.

Our History

1978

Don starts his career in the financial industry.

1999

Teresa becomes a CFP®.

2000

Teresa leaves the Bank of America Private Bank department and joins Merrill Lynch.

2002

Don and Teresa form the O’Neal & Brokaw Group while at Merrill Lynch.

2002

Don becomes a CFP®.

2008

Trent starts his financial career, joining Don & Teresa at Merrill Lynch.

2009

Teresa becomes a CRPC®.

2012

Don, Teresa, and Trent begin a process of due diligence in creating a new independent practice.  

2013

The O’Neal & Brokaw Private Retirement Group leaves Merrill Lynch and opens its doors with Wells Fargo FiNet, creating a new independent practice.

2016

Trent becomes a CRPC®.

2018

The O’Neal & Brokaw Private Retirement Group changes its name to Wayfinding Financial.

2020

Wayfinding Financial registers with the SEC as a Registered Investment Advisor (RIA) firm, cutting all ties with big brokerage and banking firms.

Our Team

Trent O'Neal, CRPC®

Advisor, CCO, Partner

“You miss 100 percent of the shots you don’t take.” – Wayne Gretzky

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Cathie Arthurs

Advisor, Partner

“Everything you can learn from is an opportunity to become stronger.” – Daniel Ricciardo

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Michelle Sterling

Client Relationship Manager

“Nobody’s a natural. You work hard to get good & then you work to get better.” – Paul Coffey

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Amy Gray

Client Relationship Manager

“Never look down on anybody unless you’re helping them up.”    – Jesse Jackson

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Shanice Dawson

Marketing Manager

“It does not do to dwell on dreams and forget to live.” – Albus Dumbledore

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Legacy Partners

We are where we are today because of the efforts of those who came before us. That’s why we believe it’s important to acknowledge their impact on our lives and on the lives of the clients they served.

Donald O’Neal

CFP®

“Don’t be afraid to give up the good to go for the great.” — John D. Rockefeller

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Teresa Brokaw

CFP® / CRPC®

        “Dream higher than the sky and deeper than the ocean”       

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19020 33rd Ave W, Ste 390 Lynnwood, WA 98036

Our Promise

Your interest is our top priority, so we’ve designed
our firm from the ground up to help you:

Plan

and invest with confidence

Focus

on what you care about

Define

and prioritize goals

Access

resources dedicated to your security

Take your finances into your own hands

Lets Talk!

Trent O’Neal

CRPC® / CCO / Partner

(425) 361-0701

As Partner and designated Chief Compliance Officer at Wayfinding Financial, Trent is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach. Since joining the Practice in 2009, Trent has dedicated himself to monitoring client portfolios and assisting in the development of appropriate client-specific strategies and solutions. Trent understands the anxieties that come with financial planning and focuses on educating clients, setting their mind at ease. Desiring to guide clients, he became a Chartered Retirement Planning Counselor (CRPC®) in 2016.

A Graduate of the University of Nevada, Trent has a degree in Finance and Economics. Outside of the office, Trent enjoys spending time with his wife, Kaylee and daughter Olivia. He also enjoys golf and is an avid Do-It-Yourselfer, working on many home projects.

Cathie Arthurs

Partner

(425) 361-0702

Cathie has been in the financial industry for over 20 years and joined Wayfinding Financial in 2021. Cathie began her career in banking and in 2005 she transitioned over to the wealth management side where she specializes in family financial planning, investor education and investment management. Her passion for helping people is clear as every family is unique with different needs, Cathie will work with them and provide a plan for financial security. Cathie has also volunteered in the local high schools and college to educate about money and wealth management.

Cathie is born and raised in Lynnwood and has one son. She enjoys golf, travel and spending time with her family. She also has family in Arizona and visits as often as she can.

Michelle Sterling

Client Relationship Manager

(425) 361-0703

Joining Wayfinding Financial in 2021, Michelle brought extensive client service experience. Prior, Michelle managed veterinary hospitals in the greater Seattle area where she enjoyed supporting her team and educating clients. Michelle is looking forward to lending her expertise to the office, learning about the industry, and building relationships with clients.

Michelle graduated from Washington State University, Go Cougs! She enjoys going back to Pullman whenever she has the opportunity. Outside of the office, Michelle enjoys spending time with family and friends, exploring the PNW and paddle boarding. Michelle has a 7-year-old Miniature Australian Shepherd, Bentley; the two love to compete in AKC Agility competitions.

Amy Gray

Client Relationship Manager

(425) 361-0704

With over 25 years of experience in customer service across Title & Escrow, Banking, and Investment fields, Amy brings exceptional dedication and expertise to her work. Her true passion lies in connecting with clients on a deeper level, allowing her to provide tailored, efficient solutions to their needs.

Amy’s commitment to professional growth led her to earn the Financial Paraplanner Qualified Professional™ (FPQP) designation, deepening her understanding of investments and financial services. 

Amy maintains an active presence in her community, volunteering regularly at her church, local food banks, and various charitable organizations.  Family holds a special place in her heart, and she treasures every moment spent with loved ones, especially her three beloved grandchildren.

Shanice Dawson

Client Relationship Manager

(425) 361-0704

Shanice has spent the last 10 years building strong client relationships, optimizing operational processes, and, most recently, ensuring regulatory compliance within the wealth management industry. Throughout her career, she has come to appreciate the value of personal connections and their impact on achieving outstanding outcomes. Strong client and employee experiences are the foundation of any successful business, and she is dedicated to creating environments where both thrive.

Outside professional endeavors, Shanice is a active volunteer serving as a Volunteer Advocate for the Kirkland Police Department’s Domestic Abuse Response Team. She is passionate about positively impacting her community and fostering growth and development.

Donald O’Neal

CFP®

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Don specializes in formulating investment strategies that focus on his clients’ short and long-term financial objectives. He began his career as a Financial Advisor at Merrill Lynch in 1978, where he would later form a partnership with Teresa—prior to establishing their own practice. A Northwest native, Don graduated from the University of Washington before embarking on his profession in the financial industry and in 2002 became a Certified Financial Planner (CFP®).
When he has the chance, Don enjoys spending time on the green, painting canvas rugs, and spending time with his family. In 1976, Don married his high school sweetheart, Terri. Together they raised three children and are proud grandparents. Both are involved in many community activities. In fact, Don spends his Friday nights under the light: officiating high school football.

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Teresa Brokaw

CFP® / CRPC®

Teresa’s focus is on assisting women during various transitional periods in their lives. Her expertise in tax and estate issues—including long-term care and annuities—provides a full picture financial plan for her clients. In 1999, she became a Certified Financial Planner (CFP®) and in 2009, a Chartered Retirement Planning Counselor (CRPC®). Teresa’s specializations provide a unique service to people in all stages of life. Teresa serves her community as a board member of the Providence Hospice and Home Care Foundation of Snohomish County.
Growing up on a farm, Teresa developed a love for gardening at a young age. In her spare time, Teresa enjoys various crafts and coastal retreats with her family. She and her husband, Dale, have raised three daughters and spend much of their free time with their four grandchildren.

Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

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Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor