Seattle, WA

Our Seattle office is located at:
3201 Jahn Avenue NW Suite 218
Gig Harbor, WA 98335
(808) 295-7816

Our Team:

 
Sandy Burton

Sandy Burton is CEO and co-founding Partner of Swiss Avenue Partners. She has a background in the financial services industry with a combined 8 years experience as a Financial Planner, managing the IPO desk of Everen Securities in Chicago and then co-founding her own independent asset management company in Austin, Texas. This was followed by 5 years with an Australian-based business coaching company managing the Texas office and later, as a senior member of the San Francisco headquarters for that company. Sandy has significant experience in managing growth in mid-market businesses and is now a sought after speaker to various groups that includes successful women entrepreneurs and business owners.

 

Homer Smith

Homer Smith is a Partner of Swiss Avenue Partners in  Seattle, spanning the greater Seattle/Tacoma area. He has over 15 years of experience in the financial services industry and is the founding partner and CEO of his wealth management firm.  He received his BA in Finance from Western Washington University in 2001.  Homer began his career in Bellevue, WA and quickly moved into a district management role and then to Field Vice President in Honolulu, HI where he was responsible for the recruitment and development of financial advisors.

After going back into personal practice in 2010, Homer focused his wealth management practice on middle market business owners and recognized the need for a more comprehensive solution to support those business owners on the growth and ultimate exit from their business and became an owner of Swiss Avenue Partners in 2013.

Homer is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor.  Homer lives with his wife, Val and their daughters, Lyla and Lindon in Gig Harbor, WA.

 

Swiss Avenue Partners helped Best Rank reorganize our entire financial reporting system into profit centers. This effort was instrumental in helping me understand exactly where we were making the most profit and where we were losing the most money. I can now make educated decisions based on this new structure.    - Matt Walker

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