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‘I can't tell you how refreshing it has been to work with the people at Puget Sound Guardians.’ -Client Family Member

Financial Associates

 

Our Fiscal Management Team

Our knowledgeable financial associates manage an array of wealth disciplines crucial to the financial stability of each client. We offer estate management and include accounting services that handle trusts, guardianship appointments, Power of Attorney, and bill paying.

Together, the Puget Sound Guardians Financial Associates are educated and degreed individuals in finance and accounting and share a vast wealth of experience in retirement planning, life insurance and investments. This team also specializes in interfacing with the Department of Health and Human Services and includes a member of the Association of Certified Fraud Examiners. The Financial Team brings a deep understanding of the intricacies of real property purchase and sale issues from a history of Real Estate Agency, business ownership and decades of full charge book keeping. As if all of this weren’t enough, they dedicate their spare time and financial expertise by volunteering for such organizations as The March of Dimes, Youth East Side Services, King County Parks Department and the Bath House Theatre. Unified in their authentic efforts to glean as much benefit for each client’s finances, the Puget Sound Guardians Financial Associates work diligently to insure the security of Puget Sound Guardians clients’ assets.

The Fiscal Management Team includes:

Mary Sesso , Financial Associate

Shannon Gregor, Financial Associate

Cathy Galvan, Financial Associate

Tyler Mullen, Financial Associate

Elise Scott, Financial Care Coordinator

Sheila Smith , Financial Assistant