Kurt is a financial advisor and portfolio manager with 30 years of experience, starting in Port Angeles with Shearson Lehman Brothers in 1991. Many mergers later, the office is now D.A. Davidson. Kurt has managed the Port Angeles and Aberdeen branches since 2014. A Seattle native, Kurt graduated from Seattle University with degrees in business finance and computer science. Prior to joining the financial industry, he worked for Boeing as an industrial engineer. When he's not enjoying family time, Kurt loves to golf and restore muscle cars. He lives in Sequim with his wife, Lori, and their children, Devin and Lily.

Nick is a recent graduate of the University of Washington with a degree in business finance and management. Born and raised in Kirkland, he attended Juanita High School and previously worked in sales during and after college before joining the financial services industry. He recently bought a house in Sequim and has been enjoying his new community and the outdoors. When he is not working, he enjoys spending time with family, golfing, fishing, snowmobiling, and camping.

Jenny is dedicated and passionate about developing meaningful client relationships. Her goal is to make every person who walks in the door feel like they're family and like they're valued.
In her role, Jenny strives to bring creativity, attention to detail, and a strong work ethic to her duties. With a growth mindset and dedication to continuous learning, she enjoys pushing the envelope and applying what she learns in new and creative ways.

When Jenny is not working, she loves spending time with her husband, four adult children and two fur-babies. Her hobbies are reading, crafting, playing games, and organizing.

Chelsea has worked as a Client Associate and Receptionist at Anderson Wealth Management since 2024. Chelsea truly loves working with people and making their day a little easier, she brings a friendly attitude, strong organizational skills, and a natural ability to connect with clients. Chelsea strives to create a welcoming and supportive environment for clients.

When Chelsea is not at work she enjoys exploring the outdoors, reading, crafting, crocheting, and playing the piano.