New Directions in Growth and Security


500 108th Ave NE, Ste 765, Bellevue, WA 98004  |  O: (425) 429-3021  |

Based between the Puget Sound and the Cascade Mountain Range, our WestStar Partners’ team on 108th Avenue, Bellevue serves clients of the Pacific Northwest and across the USA. We do so by leveraging the best-in-class technology, fiduciary advice, goal-based holistic financial planning, and virtually unlimited investment options.

We believe that financial Planning is about more than good advice or investment returns ─ it’s about a process that identifies exactly where you are and where you want to be, clear directions that will get you there ─ and guidance you can trust.

Who we work with.

Equity Employees & Executives

Pensioned Employees & Executives

Business Owners

Pre-retirees & Retirees

Our Plannetics™ process and approach has changed our clients’ concept of financial management. Because you cannot manage what you can’t measure, Financial Plannetics™ brings measurement, management and control to understanding and targeting optimal financial outcomes.

Financial Plannetics ™ is not about correctly guessing what will happen in the future: instead, we provide you with a holistic 360˚ financial plan that shows you exactly how the choices you make today will affect your future. And we co-manage your dynamic roadmap to get you to your financial goals in the most efficient way possible.


Dream > Plan > Do

We help you to formulate a plan of action that fulfils your vision for the life you choose, and to identify and prioritize those actions that will move you most efficiently towards your goals.

Along with predictable financial outcomes, our Plannetics Financial™ approach is a real game changer in providing our clients with financial assurance, certainty, and confidence in targeting the life they want to live.

Once we’ve begun implementing their financial plans, our clients gain confidence through our systematic approach to managing these financial priorities and concerns:

General Financial Planning
Planning for Pensioned Employees and Executives
Stock-based Compensation Planning
Financial Planning for Business Owners
Goals-based Retirement Planning
Investment Management
Tax Management Services
Education Planning and Funding
Risk Management
Estate Planning Strategies
Charitable Giving

Whether a client is seeking advice on taking care of an aging parent or taking on a new mortgage, we tap into our ecosystem of clients, tax specialists, attorneys, mortgage specialists and others that we trust to provide the very best advice.

We bring over 40 years of combined experience to building trusted relationships that span generations. Let our team transfer your financial stress onto our shoulders and provide you with real confidence and assurance in your financial growth and security.

Meet our Financial Planning Team

Michel Smith, CRPC®

Financial Consultant

 (425) 698-1707

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Mark Serafini

Financial Consultant

(425) 698-1709

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Aaron McDermott

Financial Consultant

(425) 698-1705

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Jarrod Haynes, CRPC®

Financial Consultant

(425) 698-1717

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Meet our Support Staff

Making First Impressions Last

What it means to be an administrative professional has changed fundamentally over recent years. Our support staff are an essential part of our team.

Their positive client interactions and clear communication contribute to productive meetings, progressive client relationships and overall client satisfaction.

Briana Gutiérrez

Director of Client Services

(425) 429-3021

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