Meet The Team

A true ensemble team. Our multi-disciplined team approach is unique. By leveraging the diverse experience and knowledge of each advisor on our team, we develop better ideas and strategies for every stage of our clients’ lives.

  • Advanced planning and strategies.
  • Comprehensive wealth management and objective advice.
  • Disciplined process and “concierge level” client service.

  • Dan Uhm, MBA

    General Manager

    Dan UhmDan grew up in Seattle and graduated from University of Washington with a degree in engineering. Dan’s professional career began with the Central Intelligence Agency, followed by Kyocera of Japan in the private sector. Dan holds multiple U.S. and foreign patents for fiber optics. After receiving his MBA, Dan managed multimillion dollar international joint ventures and strategic corporate projects for Alcatel of France. Following a 10-year career with Alcatel, Dan pursued a business start-up opportunity as the president and cofounder of GoDVD, Inc. GoDVD became an industry pioneer and leader in the digital archiving of movie film and video tape. Dan’s career in financial services began in 2003.

  • Eric Johnson, JD

    Financial Planner, Wealth Manager

    Eric Johnson, JDEric has lived in Seattle his entire life and graduated from University of Washington law school. Eric practiced law in Seattle for about 10 years, specializing in criminal defense and business litigation before leaving his professional career to provide full-time care for aging family members. After taking some time off, Eric made the decision to pursue a new career as a financial advisor in 2003 and has worked with Dan since 2004.