Trusted Advisors

Synergy Northwest Trusted Advisors Resource Team

When you need professional help, you want to find someone you can trust to treat you with respect and provide you with the expertise you need. That describes the people listed, most of whom are members of the Synergy Northwest Trusted Advisors Resource Team.


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Business & Real Estate Law

 For personalized service, please call :

   Justin Park of Romero & Park, P.S.

              (425) 450-5000


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Business Buying & Selling

  For personalized service, please call :

    Peter Busacca of Washington BBI (206) 920-8720


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Business Succession Planning

  For personalized service, please call :

    Peter Busacca of Washington BBI (206) 920-8720 



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Certified Public Accountant (CPA)

 For personalized service, please call :

   Craig Chucka of Geddes Chucka (425) 454-7505


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Insurance (Commercial Liability)

 For personalized service, please call :

    Paul Pukis of Mosaic Insurance (425) 320-4280 


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Insurance (Group Disability Income)

For personalized service, please call :

  Stu Schell of Schell Financial Solutions (425) 344-6322 

  Steve Brown of Group Benefits NW (206) 619-5465


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Insurance (Personal Disability Income)

For personalized service, please call :

  Stu Schell of Schell Financial Solutions (425) 344-6322 


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Insurance (Group Medical/Dental/Vision)

 For personalized service, please call :

   Steve Brown of Group Benefits NW (206) 619-5465

   Samantha Settles of ProBenefits (206) 310-3812


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Insurance (Personal Medical/Dental/Vision & Medicare Supplements)

 For personalized service, please call :

    Frank Zvonec of Zvonec Insurance  (425) 319-1412 


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Insurance (Home & Auto)

For personalized service, please call :

   Paul Pukis of Mosaic Insurance (425) 320-4280 


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Life Insurance (for Funding Buy-Sell Agreements)

For personalized service, please call :

  Stu Schell of Schell Financial Solutions (425) 344-6322


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Life Insurance (for Final Expenses)

 For personalized service, please call :

   Stu Schell of Schell Financial Solutions (425) 344-6322


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Life Insurance (for Groups of Employees)

 For personalized service, please call :

   Stu Schell of Schell Financial Solutions (425) 344-6322 

   Steve Brown of Group Benefits NW (206) 619-5465


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Life Insurance (for Investment & Life Settlements)

 For personalized service, please call :

   Stu Schell of Schell Financial Solutions (425) 344-6322


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Life Insurance (for Key People)

  For personalized service, please call :

    Stu Schell of Schell Financial Solutions (425) 344-6322


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Life Insurance (Personal)

   For personalized service, please call :

     Stu Schell of Schell Financial Solutions (425) 344-6322


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Life Insurance (for SBA Loans)

   For personalized service, please call :

     Stu Schell of Schell Financial Solutions (425) 344-6322


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Long Term Care Insurance (LTCi)

For personalized service, please call :

  Stu Schell of Schell Financial Solutions (425) 344-6322


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Loans (Commercial)

 For personalized service, please call :

   Cliff Sullam of GBC International Bank (206) 265-2623


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IT Services

 For personalized service, please call :

   Jim Bachaud of Stratocent Technologies (206) 300-0081

   Charlie Coutts of Sound IT Solutions (425) 654-2502


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Marketing & Branding

For personalized service, please call :

   Scott Michelson of SDM Marketing (206) 390-2160


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Tax Accounting

 For personalized service, please call :

   Simone Bachaud of Clear Accounting (206) 529-4955


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