Six Financial Advisors Seeking Independence Partner With Financial Advocates

by | Jan 26, 2020 | HIDDEN

OLYMPIA, WA., January 26, 2020 – Financial Advocates, a leading provider of superior, concierge-level services to independent advisors in the Pacific Northwest, transitioned six advisors during the fourth quarter of 2019.

“By offering financial advisors more options for independence and flexibility, advisors feel more confident about branching out on their own.” said Angela Vlach, President and CEO of Financial Advocates.

Below are the names of the six new advisors to join Financial Advocates during the fourth quarter this year.

  • Andrea Mathison, Montana Wealth Management
  • Matthew Lusk, JMK & Associates
  • Catherine McDougall, McDougall Wealth Strategies
  • Jennifer Duensing, Laurus Wealth Management
  • Ryan Heacock, Fellowship Financial Planning
  • Marshall Williams, Fellowship Financial Planning


About LPL Financial

Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.

Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit

Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.