About Us
Mission:
We deliver comprehensive wealth planning solutions to provide our clients with independent, objective advice to ultimately achieve what matters most in their lives.
- By wealth planning, we mean developing strategic plans that help our clients realize their dreams.
- By independent, objective advice, we mean that we utilize an investment approach based on academic research and the efficiency of markets.
- By what matters most, we mean that we keep your deepest desires at the forefront, at all times.
We are a wealth management firm who values the creativity each individual brings to the team, recognizing that collectively this creativity results in a superior wealth management experience over that of a larger Wall Street brokerage house.
Firm Values:
- Doing the right thing.
- Transparency.
- Serving the best interests of our clients, ensuring the highest probability of success.
- Doing what is needed to get the job done.
- Deep connections to the community.
Bill Schultheis
Bill is an Investment Advisor Representative as well as a principal of Soundmark Wealth Management, LLC, who has a long history in the financial industry. He began his career at Smith Barney in Seattle, Wash., working for 13 years with individual, pension and trust accounts. Realizing there was a better way to navigate the unpredictable markets, Bill wrote The Coffeehouse Investor, which reveals the simple and sophisticated investment philosophy embraced by Soundmark Wealth Management. In his free time, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen or enjoying the company of his wonderful family and friends.
John Buller
John is an Investment Advisor Representative as well as a principal of Soundmark Wealth Management, LLC. John is also a CPA who is very familiar with wealth management issues facing physicians and dentists. A graduate of the University of Washington and a member of the WSCPA, MGMA and HCAA. John is a passionate Husky fan who enjoys spending time with his wife and two kids hiking, river rafting, taking photographs and being in the great outdoors.
Todd Flynn
An Investment Advisor Representative, CPA and Certified Financial Planner™, as well as a principal here at Soundmark. Todd received a Bachelor of Arts degree in accounting and finance from the University of Washington in 1990, and a Master's in Taxation from Golden Gate University in 1995. His professional associations include the WSCPA and FPA. Todd lives in Edmonds with his wife and two children and enjoys playing golf, running and biking.
Joyce Bloomquist
Joyce has worked as an Investment Advisor Representative in the financial industry for over eight years. With diverse experience in the business world that includes working as a buyer for a Northwest department store and an account manager for a software company. Joyce heads up the operations team here at Soundmark and is the Chief Compliance Officer. She has a Bachelor's degree from Washington State University with a concentration in business and merchandising. Joyce enjoys spending time with her family, being outdoors, traveling and playing with her dogs.
Kaliko Veiseh
Kaliko began her work in the investment advisory business in 2003, getting her Investment Advisor Representative license in 2006. Her specialty is with delivering exceptional, personalized service in operations, portfolio management and client relationship management. Kaliko is a University of Washington alumna with her Bachelor's in Business Administration, concentrating in finance and management. She is active in the Hawaiian community and enjoys travel, cooking and spending time with her family and friends.
Gayl Dorcas
Gayl joined the financial industry in 2005, providing client service and facilitating account management and operations. With over 20 years of experience working with Eastside area CPA firms, Gayl brings a wealth of firm administration and office management experience to Soundmark. She is a Washington native who enjoys spending time with her family, being outdoors, bicycling and supporting her daughters as they compete in high school and collegiate athletics. Gayl has volunteered as a USA Pacific Northwest Swim Official.
Therese Mille
Therese has worked in the financial service industry for over 12 years beginning with her career at The Vanguard Group. After staying home to raise her two children she re-entered the workforce in 2009 as an assistant to a team of financial planners before joining Soundmark in 2011. She has a Bachelor's degree in Human Services from Villanova University with a minor in Sociology. A native of the East coast, Therese enjoys spending time with friends and family while exploring the Pacific Northwest.