
Soundmark has received the Five Star
Wealth Manager Award for Best in
Client Satisfaction.
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Connect With Us
Soundmark Wealth Management
Phone: 425.820.1769
Email: info@soundmarkwealth.com
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Move your mouse over the names to learn more.
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 five 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 Chamberlain Kaliko brings five years of experience as an Investment Advisor Representative to Soundmark Wealth Management, LLC. She works closely with our clients, delivering personalized service in account maintenance, portfolio management and client relationship management. Kaliko is a University of Washington alumna, with a 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. Ryan Scharnhorst Ryan is an Investment Advisor Representative, CPA, and Candidate for Certified Financial Planner™ Certification. Before joining Soundmark, Ryan served as a venture capital research associate at a leading private equity advisory firm in La Jolla, Calif. and previously worked at a major public accounting firm. Originally from Coeur d’Alene, Idaho, Ryan graduated from the University of Washington with a Master’s in Accounting. Ryan is an active member of the Bellevue Breakfast Rotary Club, the East King County Estate Planning Council, the Financial Planning Association, and serves on the board of his neighborhood homeowners association. Ryan lives in Issaquah with his wife Jodi and two young children and enjoys jogging, golfing, and waterskiing. 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 also volunteers as a USA Pacific NW Swimming official. Katie Williams Katie joined Soundmark in February of 2008, and focuses her efforts on marketing and client relationships. She brings over five years of marketing experience from various industries, including market research, construction and retail. A Western Washington University alum, Katie has a Bachelor’s in business, with a concentration in marketing, as well as a Bachelor’s in Spanish. She enjoys camping with her husband, playing soccer, traveling, cooking and exploring the great Northwest. |
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