All investors want their wealth to accomplish what they care most about. Which is why we seek clients that desire to protect what they have worked hard to accumulate by focusing on strategies centered around their goals and not a notion of beating the market.
Wayfinding Financial is Invested inNavigating Volatile MarketsSecurityManaging your RiskYou
Investing the way it should be
We build customized portfolios tailored around multiple strategies that consider all aspects of your financial plan to create a personal portfolio centered around you.
Suite of Investment Services
We provide an extensive selection of services designed to provide our clients with a comprehensive platform that supports their vision.
Taxes can create significant drag on a portfolio’s return. That’s why making sure your portfolio is tax-efficient can help minimize taxes. Developing tax-efficient investment strategies and tax-loss harvesting can offset realized capital gains and lower taxable income within IRS limits.
We continually monitor for allocation drifts that occurs when the market presents opportunities and routinely rebalance to make sure you maintain well diversified.
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. As a proud parent Trent spends much of his free time with his daughter, he also enjoys golf and is an avid Do-It-Yourselfer, working on many home projects.
Cathie Arthurs Partner
“Everything you can learn from is an opportunity to become stronger.” — Daniel Ricciardo
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.
Craig Roth Financial Advisor
“Luck is found where opportunity and preparation meet.” — Seneca
Craig joined Wayfinding Financial in 2021 with over 30 years’ experience. A career that began in 1991, Craig has served as a Portfolio Manager, Financial Advisor, Relationship Manager and Service Specialist. With his industry knowledge, clients can rely on Craig to help find the right solution in a timely manner.
Craig is a graduate of SUNY at Stony Brook. There he met his wife, Jo, and they built a life of love together, raising two sons. Craig and Jo moved to the beautiful PNW in 2013 after living in Atlanta for 20 years. The two enjoy exploring the great outdoors every chance they get. You might see them on a hike or at the beach with their dog, Fozzy, on a tennis court, or browsing a neighborhood farmers’ market.
Donald O’Neal CFP®
“Don’t be afraid to give up the good to go for the great.” — John D. Rockefeller
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.
Michelle Wade Client Relationship Manager
“Nobody’s a natural. You work hard to get good & then you work to get better.” — Paul Coffey
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.
Teresa Brokaw CFP® / CRPC®
“Dream higher than the sky and deeper than the ocean”
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.
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19020 33rd Ave W, Ste 390 Lynnwood, WA 98036
Frequently Asked Question’s
What is a Registered Investment Advisor?2020-01-20T22:24:06+00:00
A Registered Investment Advisor (RIA) is a fiduciary who has a duty to their clients, which means that have a fundamental obligation to provide investment advice that always acts in their clients best interest.
As an RIA, Wayfinding Financial can give advice on all aspects of your financial situation. We customize our advice to the needs of each client and construct a personalized plan that will meet your specific goals.
Does your company hold my money?2020-01-20T22:23:41+00:00
No, Wayfinding Financial does not hold custody over client assets. Most of our accounts are held securely by our custodian TD Ameritrade Institutional. Your assets are insured against fraud and bankruptcy to $500,000 by SIPC and up to $149.5 million per account through private insurance purchased by TD Ameritrade through Lloyd’s of London.
What is the cost structure for investment services?2020-01-20T22:23:20+00:00
Our cost for investment management services are asset-based. We do not charge commissions or even earn money when trades are placed in a client’s account. Our costs are calculated on the total value of your assets under management. This puts our loyalties in line with yours.