Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Meet Our Team
William F. Serres CFP®, CPA
Certified Financial Planner (CFP®) and Certified Public Accountant (CPA)
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...
Adam T. Nelson, CFA®, CFP®
Investment Strategist
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...
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...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.