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Alexa Caplan, CPA, EA
Tax Advisor
Meet Alexa Caplan

Alexa specializes tax planning and compliance with a focus on individual, and business tax services. She enjoys helping clients un-riddle their tax situations and use tax laws to their advantage. Alexa joined Viridian in June of 2020 as a Tax Manager.

Bruce Yates
Financial Advisor and Founding Shareholder
Meet Bruce Yates

Bruce has been a financial advisor for almost four decades. He is passionate about helping clients build, maintain, and pass on wealth—so they can spend their time on family, philanthropy, and other interests, rather than worrying about their money. Bruce finds nothing more gratifying than seeing clients able to afford life and retirement on their own terms.  

Mary Ann Ferreira, CFP
Financial Advisor
Meet Mary Ann Ferreira

Mary Ann is a Certified Financial Planner™ practitioner and a Certified Divorce Financial Analyst™ with expertise in the financial aspects of the divorce process. Her passion is to create a positive client experience, especially for women and their families in the Pacific Northwest.

Maureen Jones, CFP
Financial Advisor and Shareholder
Meet Maureen Jones

Maureen has a remarkable talent for educating clients on complex financial issues in an easily understandable way. Maureen sees her role as that of financial Sherpa, offering trustworthy guidance to those unfamiliar with the mountains of financial information and choices. She carefully points out the risks they will encounter, while guiding them towards their goals, encouraging and motivating clients along their financial journey.

Matt Boelter
Financial Advisor and Shareholder
Meet Matt Boelter

Matt is a Financial Planner who focuses on helping people transition into retirement, manage retirement income, and ensure their legacy transitions smoothly. Most of his clients have worked for Boeing, Microsoft, or Amazon enabling him to bring a uniquely detailed understanding of their retirement benefits to our firm.

Debbie Baker, CPA
Tax Advisor and Shareholder
Meet Debbie Baker

Debbie comes to Viridian with 40 years of experience in public accounting including owning her own firm for 12 years. Her career has been built on strong client relationships. She specializes in small business consulting and tax planning for clients but has a passion for estate and trust taxation. Helping clients navigate the process from the loss of a loved one has been a very rewarding part of her career.

Marcus Dusenbury
Financial Advisor Founding Shareholder
Meet Marcus Dusenbury

Marcus specializes in working with clients that have stock options, Employee Stock Purchase Plans (ESPP), Employee Stock Option Plans (ESOP), and highly concentrated positions. He works with many clients from Boeing, Microsoft, Amazon, and many high tech companies headquartered in the Pacific Northwest.

Doug Custer, CFP
Financial Advisor and Shareholder
Meet Doug Custer

For over 25 years, Doug has helped many families and organizations with their financial planning and investment management needs.  Much of his practice includes working with professional practitioners and business owners.  In addition to investment management, his areas of focus include retirement and estate planning as well as helping clients explore and implement planned giving strategies.