Bellevue (Seattle) Financial Advisors

The Financial Engines Advisor Center in Bellevue offers quick access to the region’s freeways and is conveniently located within walking distance of Bellevue Public Library, Bellevue Art Museum, and Downtown Bellevue Park. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.

Office Location

500 108th Avenue NE
Suite 1840
Bellevue, WA 98004
Map Office
Phone: (425) 247-2956
Toll Free: (855) 300-1979
Fax: (425) 453-1345

Our Investment Advisors

Norm Thomson
CMFC®
Senior Vice President - Financial Planning
Don Norris
CFS®, CRPC®
Senior Vice President - Financial Planning
Erich Gebbie
CFP®
Senior Vice President - Financial Planning
Jared Duran

Senior Vice President - Financial Planning
Chad Kasper
CRPC®
Senior Vice President - Financial Planning
Donald Bertrand

Senior Vice President - Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Team


Sean Bolen

Jessica Burger

Sandra Bierley
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