Experience

Makes all the difference

David Steele, CFP, CRPC

First Vice President–Wealth Management

Financial Advisor

David lives with his wife of 45 years in Sammamish. They enjoy traveling together and golfing in the summer months. David joined the Marine Corps in 1969 and served in the Vietnam war. He is an avid history buff, wine connoisseur and baseball fan. David graduated from The University of Washington in 1977 with a degree in Economics and has been working on the Eastside in Financial Services since 1983.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • HI
  • MT
  • OH
  • TN
  • TX
  • WA
  • WI
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Matthew Steele, CFP

First Vice President

Financial Advisor

Matthew grew up in Sammamish and now lives in Downtown Bellevue. He is an avid golfer and competes in amateur tournaments around the Northwest. In the Winter when he is not golfing he enjoys snowboarding. He is a big Seattle sports fan supporting the Sounders, Seahawks and Mariners. Matthew graduated from Santa Clara University in 2009 with a Bachelor's Degree in Finance.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • HI
  • MT
  • OH
  • TN
  • WA
  • WI
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me