Broker Check

Meet Our Team

William F. Serres CFP®, CPA

Certified Financial Planner (CFP®) and Certified Public Accountant (CPA)

(206) 682-4840

Bill started practicing in the field of financial services in 1997 and public accounting in 1994. He is licensed as both a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). He is the owner of BBJS Financial...

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Adam T. Nelson, CFA, CIPM

Adam began his career in the investment industry in 2007 while attending the University of Washington where he graduated in 2008. As an Investment Specialist, Adam focuses on providing specialized research and analysis in support of...

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Cora Osborne

Cora Osborne joined BBJS Financial Advisors, LLC in the spring of 2017. With Cora's diversified experience in finance, accounting, health services and various service industries, she handles the administrative responsibilities for the...
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