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Meet Anne Waltman, CPA

December 22, 2020

Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting, she subsequently received her CPA and began work in the banking industry in financial management. She took a professional hiatus to raise a family and…

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Meet Alexa Caplan, CPA, EA

December 17, 2020

Welcome Alexa Caplan to the team. Alexa joined Viridian in June of 2020 as a Tax Manager. Her areas of expertise include 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. She holds a Masters in…

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Replay of our Live Update

April 8, 2020
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Please click here to access a replay of our live update from April 8th, 2020

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Q3 Viridian Market Commentary

August 5, 2019
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Written July 24, 2019 by Brian Johnson, Chief Investment Officer and Shareholder. Summary:  Returns have been stellar through the first half of 2019.  We’re looking to take advantage of pullbacks. It has been an incredible first half of 2019.  The Dow Jones Industrial Average (“Dow”) just experienced its best June since 1938, while the S&P…

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Viridian Advisors Recognized as a Five Star Wealth Manager for 8th Consecutive Year

February 19, 2018

We are proud to announce for the 8th consecutive year Viridian Advisors has been named by Seattle Magazine as Five Star Wealth Managers in the February issue. Receiving the award this year are Mary Ann Ferreira, Doug Custer, Marcus Dusenbury, and Adriel Tam. Congratulations to all!  

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Viridian Announces New Financial Advisor

February 17, 2017

Viridian is proud to welcome Matthew (Matt) Boelter as newly appointed Financial Advisor.  In his role Matt will continue to work with clients in preparing financial plans and investment portfolios. Matt has been recognized as one of the top performing financial advisors in the greater Puget Sound area.  Matt previously was affiliated with Voya Financial.…

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Viridian Celebrates 10 Years of Support for the House That Love Built

October 10, 2016
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Viridian Investments is proud to support Ronald McDonald House Charities® of Western Washington & Alaska through attendance at the 28th anniversary gala on October 8th, 2016 at the Seattle Sheraton Hotel. Viridian founders Marcus Dusenbury and Adriel Tam once again sponsored a table at the event which raises proceeds to fund operations at the Seattle-based RMHC. The Seattle…

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Viridian Tax and Accounting is a Platinum Level partner of Concur Advisor Program

April 6, 2016

We are happy to announce that we are not part of the Concur Advisor Program.  Concur is a fantastic tool for travel and expense management for almost any sized business.  Their system integrates with smartphones for easy receipt reconciliation and management along with a simple user interface for approvals and process management in your system.…

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Viridian Advisors Recognized for 6th Consecutive year as a FIVE STAR Wealth Manager

January 25, 2016
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October 12, 2015

  We are proud to be participating again in this year’s 27th Annual Ronald McDonald Gala on the 17th of October at the Sheraton Hotel.  Adriel currently serves as Board Member and Investment Committee Member for the organization.  This is our 8th year of involvement with the House That Love Built. If you shop on…

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