Olympic Wealth Management LLC

CONNECT

Address:

19515 North Creek Pkwy, #101
Bothell, WA 98011

Phone:

(425) 485-4700 , Toll Free: (855) 485-4700

Our People

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):

More recently, Eric was presented with the prestigious Essential Advisor Award at the 2018 Advisor Summit hosted by Envestnet (NYSE: ENV) and Investment Advisor Magazine.

Mr. Cumley was selected from nearly 60,000 financial advisors nationwide who utilize the Envestnet platform.

Read the Press Release Here

Eric Cumley CFP® receives the 2018 Essential Advisor Award from Envestnet's John Harris CFP®, Managing Director (L) and James Patrick, Executive VP/Head of Advisor Services (R).

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.

 

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