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 Advisors, LLC. As a CFP®, he advises clients regarding their financial planning needs and how to structure their personal finances to meet their goals. As a CPA and part owner of Bancroft, Buckley, Johnston & Serres LLP, Bill has a strong background in taxation. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants, and Washington Society of Certified Public Accountants.
Within BBJS Financial Advisors, LLC, Bill works with financial planning and asset management clients who look to BBJS for their comprehensive planning needs. Bill’s CPA practice is predominantly made up of privately owned businesses in the timber and real estate industries, whose annual revenues range in size from $100 thousand to $100 million.
Bill is a native of the Pacific Northwest and was educated at the University of Washington. After beginning his career with a large international accounting firm, he moved to Bancroft Buckley Johnston and Serres LLP in 1997. Prior to entering public accounting, he founded a successful wholesale produce business growing and selling vegetables. Bill currently resides with his wife and four children in Bellevue, Washington.
Ed has been an active CPA for over 35 years. During this time, Ed offered tax consulting and other services to high wealth clients and medium sized business owners. Although currently retired from general practice, Ed continues to assist clients in certain specialized areas.
Within BBJS Financial Advisors, LLC, Ed evaluates basic technical and market indicators as they relate to specific portfolio positions and overall risk management. His specialized expertise is utilized for evaluating relative strength, stochastic, MACD, and break-out volume for the specific positions and indexes.
Ed is presently on the Board of Trustees at Wing Point Golf and Country Club where he has been appointed Treasurer and Chairman of the finance committee. Ed has also assisted on the finance committee of the Bainbridge Island Land Trust. He currently resides with his wife in Bainbridge Island, WA
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 our tactical asset allocation strategy. In addition to earning his CFA designation, Adam also has a strong background in investment performance measurement and investment operations support.
Originally from Gig Harbor, Washington, Adam has recently returned from Orlando, Florida, where he played a key role in a major Hedge Fund outsourcing project while working at BNY Mellon. Prior to BNY Mellon, he served as a financial advisor at Edward Jones and held an internship at Russell Investments. Adam currently resides on the Eastside with his wife, two daughters and the family dog where they enjoy being active in the outdoors.
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 firm with ease.
Cora is a true Seattleite having grown up across the bridge in West Seattle. She has a passion for cooking and exploring Pacific North West trails. She also enjoys fishing and being with her two dogs.
Linda has been with BBJS Financial Advisors, LLC since its inception. She provides office management support and assists with the bookkeeping for the company.
Linda has lived in Seattle since 1998, moving to the area from Montana. Linda is an avid reader and enjoys spending time with her family.