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THREE BELLEVUE CENTER601 108 AVENUE NE
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The Mikkola Small Minard Wealth Management Group is an experienced team of investment professionals that combine personalized service and advice with sophisticated, industry leading capabilities to help clients effectively manage and grow their wealth. We deliver a boutique level of personal attention with the resources of a global institution. Our holistic approach looks not just at assets, but rather at a full range of needs and issues, such as investment management, retirement planning, tax minimization strategies, liability management and legacy planning. Through regular meetings, we take the time to understand the needs of each client and to monitor progress toward reaching goals and keeping strategies consistent with any changes that take place in their lives.Experience matters and we believe we have a perspective few teams in the industry can match. With over 110 years of combined experience and approximately $500 million in client balances as of December 31,2015, our group has helped clients navigate the turbulence of the markets through the entire business cycle. We use our investment professional experience to deliver a disciplined, long-term approach to managing wealth.Trusting us with your wealth is a huge commitment and we dedicate a broad range of resources to provide exceptional service. Our goal is to simplify the complex financial needs of clients so they can focus on the aspects of life they find most gratifying.* Banking and Lending provided by Bank of America, N.A.
Team members include:Annukka Mikkola, CRPC®, AAMS®, Senior Vice President-Wealth Management, Wealth Management Advisor. Annukka is a graduate of the University of Washington and holds the Chartered Retirement Planning Counselor SM and Accredited Asset Management Specialist SM designations.* She has been in the financial services industry since 1992. Clark Small, First Vice President-Wealth Management, Wealth Management Advisor. Clark is a graduate of Boise State University. He has been in the financial services industry since 1992. Lori Minard, CFP®, CIMA®, CRPC®, Senior Vice President- Wealth Management,Wealth Management Advisor. Lori is a graduate of Central Washington University and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.; Certified Investment Management Analyst ®, and Chartered Retirement Planning Counselor SM designations.** She has been in the financial services industry since 1986.Pauliina Slosson, Registered Senior Client Associate. Pauliina is a graduate of the University of Washington.Mylissa Schaefer, Registered Senior Client Associate. Mylissa attended Bellevue College. *AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.**CFP® and CERTIFIED FINANCIAL PLANNERTM Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.***CIMA® and Certified Investment Management Analyst® Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President
First Vice President-Wealth Management
First Vice President
Reg Senior Client Associate
Annukka Mikkola is registered to do business in : AZ, CA, CO, FL, GA, HI, ID, IL, MA, NC, NY, OR, RI, SC, TN, TX, VA, VT, WA, WI
Clark Small is registered to do business in : AZ, CA, CO, FL, HI, ID, MA, NC, NY, OH, OR, RI, SC, TN, VA, VT, WA, WI
Lori Minard is registered to do business in : AZ, CA, CO, FL, HI, ID, MA, NC, NY, OR, RI, SC, TN, VA, VT, WA, WI
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