Brian Evans, CPA/PFS, CPA, PFS
Madrona Financial Services, LLC

Heather works in our main office located in Everett, WA. She specializes in financial planning which includes working with our clients to prepare and analyze comprehensive financial plans. She also helps to manage our insurance division and enjoys assisting clients through this process. Heather serves as a member on the Madrona Financial Investment Committee. Heather graduated with her BA in Business Administration with concentrations in Accounting and Finance. She graduated Summa ...more

Heather works in our main office located in Everett, WA. She specializes in financial planning which includes working with our clients to prepare and analyze comprehensive financial plans. She also helps to manage our insurance division and enjoys assisting clients through this process. Heather serves as a member on the Madrona Financial Investment Committee. Heather graduated with her BA in Business Administration with concentrations in Accounting and Finance. She graduated Summa Cum Laude in the top 0.5% of her class with an overall GPA of 3.98. She was named Valedictorian of the Business Program class of 2011. Upon graduation she joined the Madrona team full-time.

show Less

Scott is a tax manager in the Everett office. He has 30 years of experience and enjoys working with individuals and business owners representing their best interest. His experience includes tax planning and preparation, financial statements, accounting systems, and business management. He has served on the board of the Mukilteo Chamber of Commerce, Mukilteo YMCA, and worked with a various other non-profit organizations. He is a lifelong resident of the Northwest and lives in Mukilteo wit ...more

Scott is a tax manager in the Everett office. He has 30 years of experience and enjoys working with individuals and business owners representing their best interest. His experience includes tax planning and preparation, financial statements, accounting systems, and business management. He has served on the board of the Mukilteo Chamber of Commerce, Mukilteo YMCA, and worked with a various other non-profit organizations. He is a lifelong resident of the Northwest and lives in Mukilteo with his wife Cheryl. After raising their four children He now enjoys golf, sports, history, his yard and barbecue.

show Less

Dave Rumsey works in our Everett office as a CPA and an investment advisor representative. He prepares both individual and business taxes. He particularly enjoys consulting with his clients in areas of wealth management, tax saving opportunities, business operations and overall providing peace of mind to his clients. David graduated from Western Washington University with a degree in Accounting. He is a member of Rotary International and a Paul Harris fellow. He enjoys spending time wit ...more

Dave Rumsey works in our Everett office as a CPA and an investment advisor representative. He prepares both individual and business taxes. He particularly enjoys consulting with his clients in areas of wealth management, tax saving opportunities, business operations and overall providing peace of mind to his clients. David graduated from Western Washington University with a degree in Accounting. He is a member of Rotary International and a Paul Harris fellow. He enjoys spending time with his daughter Kalli, along with playing and watching sports, crossfit, learning, and cooking.

show Less

Joel is a senior accountant in our Bellevue office. He works closely with individuals and small businesses providing tax and accounting services. Joel graduated from the Foster School of Business at University of Washington. He lives in Bellevue with his wife, Caitlin, and their goldendoodle, Charlie Bear. Joel enjoys playing music, spending time with friends and family, and being outdoors.

Joel is a senior accountant in our Bellevue office. He works closely with individuals and small businesses providing tax and accounting services. Joel graduated from the Foster School of Business at University of Washington. He lives in Bellevue with his wife, Caitlin, and their goldendoodle, Charlie Bear. Joel enjoys playing music, spending time with friends and family, and being outdoors.

show Less

Carolyn works in our main office located in Everett, WA as our Operations Manager. She handles all the day to day operations for the firm, such as trading and account servicing. She joined Madrona Financial in June 2015 and has over 20 years experience working in financial planning. Carolyn enjoys spending time with her family and friends.

Carolyn works in our main office located in Everett, WA as our Operations Manager. She handles all the day to day operations for the firm, such as trading and account servicing. She joined Madrona Financial in June 2015 and has over 20 years experience working in financial planning. Carolyn enjoys spending time with her family and friends.

show Less

Michelle Diers joined the Madrona Financial team in 2011, serving as an Investment Advisor Representative in our Bellevue, Washington office. Additionally, she is a Manager for the Bellevue office of our sister firm, Bauer Evans, Inc., P.S., a Certified Public Accounting firm. Her 21 years of experience as a CPA complements her role in business development and client relations for the Madrona team. Michelle specializes in business and individual income tax preparation, tax planning an ...more

Michelle Diers joined the Madrona Financial team in 2011, serving as an Investment Advisor Representative in our Bellevue, Washington office. Additionally, she is a Manager for the Bellevue office of our sister firm, Bauer Evans, Inc., P.S., a Certified Public Accounting firm. Her 21 years of experience as a CPA complements her role in business development and client relations for the Madrona team. Michelle specializes in business and individual income tax preparation, tax planning and consulting as well as financial statement preparation and analysis. She is also a member of our investment committee.

show Less

Nicole joined the Bauer Evans team in June of 2015 as the receptionist. Less than a year later she worked her way to Marketing Coordinator for Madrona Financial Services. Nicole loves interacting with clients and learning new things. She really looks forward to growing with Madrona Financial Services and using her experiences to grow in her career. Nicole lives in Marysville, WA with her fiancé and their German Shepherd.

Nicole joined the Bauer Evans team in June of 2015 as the receptionist. Less than a year later she worked her way to Marketing Coordinator for Madrona Financial Services. Nicole loves interacting with clients and learning new things. She really looks forward to growing with Madrona Financial Services and using her experiences to grow in her career. Nicole lives in Marysville, WA with her fiancé and their German Shepherd.

show Less

Jessica works in our main office located in Everett, WA. She works as an administrative assistant and assists with various office duties, including client relations, insurance, and marketing. She is a strong member of our team and our day to day operations. Jessica enjoys spending time with family and friends, cooking, and the outdoors, especially hiking, kayaking, and camping. Jessica married her high-school sweetheart and they are trying to travel to all 50 states together.

Jessica works in our main office located in Everett, WA. She works as an administrative assistant and assists with various office duties, including client relations, insurance, and marketing. She is a strong member of our team and our day to day operations. Jessica enjoys spending time with family and friends, cooking, and the outdoors, especially hiking, kayaking, and camping. Jessica married her high-school sweetheart and they are trying to travel to all 50 states together.

show Less

Tracie Evans is the vice-president of Madrona Financial Services. She has been integral in management decision making relating to the operation and future vision of Madrona Financial Services LLC and with our affiliate companies Madrona Funds, LLC and Bauer Evans, Inc P.S. Before this, she supervised the Immunocytochemistry laboratory at the University of Washington, and worked as a medical technologist at Childrens Hospital. She is a graduate in biology from the University of Californi ...more

Tracie Evans is the vice-president of Madrona Financial Services. She has been integral in management decision making relating to the operation and future vision of Madrona Financial Services LLC and with our affiliate companies Madrona Funds, LLC and Bauer Evans, Inc P.S. Before this, she supervised the Immunocytochemistry laboratory at the University of Washington, and worked as a medical technologist at Childrens Hospital. She is a graduate in biology from the University of California Irvine, and yes their mascot is the Anteaters. Tracie also helps raise her two sons Samuel and Benjamin. She loves hiking, the Lord, getting away to Whidbey Island, and adventures of all kinds.

show Less