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Viridian News
Meet Anne Waltman, CPA
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
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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Q3 Viridian Market Commentary
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
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!
Read MoreViridian Announces New Financial Advisor
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.…
Read MoreViridian Celebrates 10 Years of Support for the House That Love Built
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…
Read MoreViridian Tax and Accounting is a Platinum Level partner of Concur Advisor Program
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.…
Read MoreWe 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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Replay of our Live Update
Please click here to access a replay of our live update from April 8th, 2020
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