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Eric Cumley, CFP®

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Eric Cumley, CFP®

Eric began his career as a professional wealth manager in early 2000. Over the years, he has successfully guided clients and their families through a variety of different market environments—some of which have been the most difficult ever faced by the US economy.

The experience he gained during the 'tech wreck' of 2000, the terrorist attacks of 9/11, the Enron and WorldCom bankruptcies, the recovery of 2003—2007, and the 2008/'09 subprime mortgage meltdown strongly informs the advice his clients receive today.

Because the world of finance is so complex, Eric approaches his work carefully. He is thorough, deliberate, and known for his attention to detail. He also prefers investment strategies that are well-established and professionally managed over those that are speculative or untested.

In 2004 Eric achieved the Certified Financial Planner (CFP®) designation through The American College. CERTIFIED FINANCIAL PLANNER certificants are individuals who have met CFP Board of Standard's education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct, and who complete CFP Board's biennial certification requirements (including continuing education.) Eric can be found on the CFP website at www.cfp.net/search. Use the 'Search by Name' function just above the 'Submit' button at the bottom of that page.

You can also verify Eric's industry background by visiting the following websites (both easily searched by last name):
FINRA BrokerCheck (reflects his experience prior to Olympic)
IAPD (shows his current experience with Olympic.)

On a personal level, Eric is a 1986 honors graduate of Montana State University. He enjoys bad golf, snow skiing, and salmon/steelhead fishing. He and his wife Shelley live in the Woodinville area with their two children.

References from current clients are provided upon request. An effort will be made to have you speak with someone whose circumstances are similar to yours.


Sarah Lominick

Sarah Lominick

In addition to being Olympic's Office Administrator, Sarah is also a Notary Public, appointed by the state of Washington to witness the signing of important documents for the convenience of the firm's clients.

Sarah began her financial career in 2002. She brings a wide range of experience, skill, and resources to her role in administering the various needs of Olympic's clients, including:

  • Protecting confidentiality of client data
  • Opening client accounts and acquiring related documentation
  • Monitoring of account transfers-in and verifying securities assets upon delivery
  • Overseeing 401(k) and pension rollover requests
  • Supporting client banking service needs (deposits, check writing, online billpay, etc.)
  • Researching and preparing cost basis data for clients & their tax professionals
  • Acknowledging achievements and significant milestones in the lives of clients
  • Coordinating client seminars & appreciation events
  • Scheduling and confirming of client appointments
  • Notarizing important client documents as needed

Sarah is a native of Washington, living in Snohomish County.

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 DISCLOSURE
Olympic Wealth Management LLC is registered as an investment advisor with the State of Washington and may not transact business or dispense investment advice in states where it and its representatives are not appropriately registered, excluded, or exempted from registration.

Individualized responses to inquiries/persons that involve securities transactions or personalized investment advice for compensation will not be made without registration or exemption. Information presented here is general in nature, and does not constitute investment advice or the solicitation for purchase or sale of any product or service.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, MT, OK and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.