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...

Read more

Ed Bancroft

(206) 682-4840

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...
Read more

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...

Read more

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...
Read more

Linda L. Annala

(206) 682-4840

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...

Read more