Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Craig Huish, CPA

Managing Partner, Investment Advisor Representative

(360) 692-9000

(360) 692-2985

Craig has been a CPA in Washington State since 1984. He grew up in the Puget Sound area, attending Stadium High School in Tacoma. Craig has an undergraduate and a masters degree in accounting and taxation from Brigham Young University....

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Melinda Huish

Investment Advisor Representative

(360) 692-9000

(360) 692-2985

For nearly 20 years, Melinda has advised clients on financial management issues, including retirement and college savings. She spends extra time with each client, to be sure that they learn as much as possible about their investments...

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Betsy Lewis

Client Services Manager

Betsy joined Waterfront in January of 2015 after having moved to the Pacific Northwest from California. Betsy works in the Financial Management side of the company as an executive assistant. In addition to a Bachelors Degree from...

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Brian Felshaw

Advisory Representative

360-692-9000

360-692-2985

Brian was born and raised in Federal Way, WA. After high school he spent two years living in Cape Town, South Africa completing various humanitarian aid projects. He obtained his Bachelor of Science in Finance from Brigham Young...

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