Our People

Quality Independent, Unbiased, Financial Advice and Wealth Management

-Employee Owned Since 1985


MWBoone and Associates, LLC

Our People

We believe our people are the key to our success and our client's satisfaction. Click on the pictures or follow the links below to learn more about our team members.

michael boone is a certified financial planner cfp and cfa in Seattle, WA
Michael W. Boone, CFP®, CFA
shawn nelson is a certified fincial planner and wealth manager in Bellevue, WA
Shawn Nelson, CFP®, CAS®
Partner/Wealth Advisor

amber sinclair Seattle financial advisor certified financial planner
Amber J. Sinclair
Director of Operations
elizabeth boone mwboone investment advisor in Seattle and Bellevue WA
Elizabeth A. Boone, RP®
Executive Director

sterling mwboone seattle advisor retirement planning wealth advisor
Sterling T. Monroe, AWMA®
Associate Wealth Advisor
cathy marincovich seattle bellevue investment wealth management
Catherine Marincovich
Client Services Associate


Social Media


The MWBoone Blog

September 27th, 2016 - Five Forecasters: Few Warning Signs

September 1st, 2016 - Corporate Beige Book

June 24th, 2016 - Overcoming a Wall of Worries

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