An experienced and committed team

Duncan is a founder and managing partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With over 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their families on multi-generational planning and the responsibilities of wealth. He leads a team of highly credential professionals that provide exceptional experience and a willingness to collaborate on behalf of our clients. As a Senior Member of the UBS Private Wealth Management Division, Duncan connects clients with the firm’s best centers of excellence and provides them with innovative strategies and solutions. Duncan is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor®™ (CRPC®), and a Certified Exit Planning Advisor® (CEPA®). He has been recognized as a top advisor in the industry by being named to the Forbes Best in State Wealth Advisor list. He leads the Capstone team to make a positive difference in our clients lives while contributing to important local and national philanthropic causes. Duncan is a graduate of the Carson College of Business at Washington State University with a B.A. in Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, cooking, tennis, and golf.

Bijan is a Senior Partner and Portfolio Manager for Capstone Advisors and a Senior Vice President at UBS Private Wealth Management. As a Private Wealth Advisor, Bijan focuses on working with Ultra High Net Worth business owners, corporate executives and families with complex planning needs. Bijan has over 10 years of experience working with clients to help them achieve what is most important to them. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), he has a deep understanding of financial planning with areas of focus including: multigenerational wealth planning, complex estate planning, tax mitigation planning, business exit planning, and comprehensive portfolio management. Bijan is honored to have been recognized nationally by Forbes as one of America’s Top 100 Next-Gen Advisors, and as a Best In-State Private Wealth Advisor for Washington State. A Finance and Economics major, Bijan currently sits on the “Top 40 under 40” Advisory Board to the Lundquist College of Business at his Alma Mater, The University of Oregon.  In his free time, he and his fiancée love to travel, play golf, cook and spend time with friends and family.

Mike has 24 years of experience in Wealth Management, focusing on multi-generational planning in addition to the growing niche market of directed trust solutions. His love for this business stems from the satisfaction of working with each client through the various stages of their financial lives. He is a graduate of Whitman College, where he played Varsity Golf. To this day, he remains an avid golfer and frequently competes in amateur tournaments. Outside of the office and off the green, Mike enjoys spending time with his wife (Kristen) and two daughters (Emma and Katie). 

Chris has 24 years of experience in Wealth Management. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). Chris is a graduate of Central Washington University with a B.A. in Economics and a B.A. in Finance. Outside of the office, he enjoys spending time with his wife, two sons, and daughter. He enjoys soccer, hiking, golf, and skiing.

Lindsay has worked for UBS for the last nine years in multiple capacities. In 2019, she transitioned from being one of the top Wealth Planning Analysts in the nation to partner with Capstone Wealth Management as a Associate Financial Advisor. She graduated from Washington State University and holds her Series 7 and 66 licenses. Lindsay and her husband live in Newcastle with their one year old daughter and enjoy traveling, cooking, and spending time with their family and friends.

Alena Kurlovich is a Team Business Manager for Capstone Advisors. She is charged with orchestrating all team operations, dedicated to ensuring unparalleled service excellence for our clients and their families. Alena has over 20 years of experience in the financial services industry and brings extensive expertise in consumer and commercial lending, banking, credit analysis, and relationship management. Alena holds Series 7 and 66 securities licenses.

Residing in Redmond, WA, with her husband and two children, Alena enjoys reading, cycling, and exploring diverse cultures through travel, both domestically and internationally.

Kent is a graduate of Western Washington University with a B.A. in Finance. He is fully registered, holding the Series 7, 63 and 65 securities licenses with over 30 years of industry experience. Kent is the team lead for Portfolio Trading, Private Equity, Fixed Income Trading, Structured Product Trading, Insurance, Annuities, Donor Advised Fund, Complex Account Changes and Tax Season Assistance. Originally from the Bellevue area, Kent and his wife now reside in Renton. Outside of the office he enjoys soccer and weightlifting. 

Daniel is a graduate of Seattle Pacific University with a B.A. in Business Administration with a concentration in Economics and Marketing. He is fully registered, holding the Series 7, 63, and 65 securities licenses with over 8 years of industry experience. Being an Accredited Wealth Management Advisor℠ (AWMA®), Daniel specializes in engaging and developing relationships through financial planning, portfolio trading, and account maintenance. In his spare time, he enjoys camping with his wife and two daughters, fishing, and running.

Kaoru is a graduate of Aoyama Gakuin University in Tokyo with a B.A. in American Literature. After 6 years with JPMorgan Securities Tokyo as a Trade Support and a Global Project Manager for their Credit Trading Desk, she joined UBS in 2007. Kaoru is fully registered holding the Series 7 and 66 securities licenses with over 20 years of industry experience. She specializes in client engagement activities, including new client onboarding, complex account maintenance, banking products and client meeting management. In her spare time, she enjoys spending time with her husband and two daughters, traveling, cooking, and tennis.

Julia graduated in 2020 from the University of Washington's interdisciplinary Honors Program with a Bachelor of Arts, majors in dance and psychology. Julia is fully registered with the Series 7 and Series 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER®. She is responsible for managing and developing client relationships. A Seattle native, outside of the office, Julia loves pilates, skiing, and adventurous eating.

Joe graduated in 2021 from Gonzaga University with a B.A. in Business Administration and a concentration in Finance. He is fully registered with the Series 7 and Series 66 securities licenses. Joe focuses on client assistance and account maintenance. Outside of the office, he enjoys cooking, basketball, and golf.

Blake graduated in 2021 from Washington State University with a B.A. in Business Administration with a Finance emphasis. Blake is registered with the Series 7 and is currently studying for his Series 66. He is responsible for servicing client requests and account maintenance. When he isn’t working or studying, you can find Blake cooking, skiing, or playing basketball.