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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jonathan Bever

Managing Director / Financial Advisor

425-233-2922

(425) 981 6271

jon.bever@bellevuewealthadvisors.com

For the past 25-plus years, Jonathan has consistently helped clients reach their financial goals across various financial categories, including financial planning, estate planning, asset management, and cash management.Jonathan’s track...
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Camille Kelly

Office Manager

(425) 233-2922

(425) 981 6271

Camille graduated from The King’s College in New York with a B.A. in Philosophy, Politics and Economics, with a minor in Foreign Affairs. Born and raised in the Seattle area, Camille is a botanical garden enthusiast and loves hiking,...
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