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marcus dusenbury

Concentrated Stock Positions White Paper

May 8, 2019

We are excited to present a very informative and concise White Paper written by Marcus Dusenbury, Financial Advisor and Stock Option Specialist. To read the complete White Paper, click below:

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Concentrated Stock Position Series, Part 3: Employee Stock Purchase Plans (ESPPs)

January 29, 2019

Written by Marcus Dusenbury, Financial Advisor So, your employer offers an Employee Stock Purchase Plan . . . now what? Employee Stock Purchase Plans (ESPPs) have continued to gain prominence over the past 20 years.  As with many stock incentive programs, they first gained popularity in the tech and biotech sectors, but can now be found…

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Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)

December 3, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade.  Companies recognize that their stock can effectively attract and retain talented employees.  As part of a compensation package, therefore, your…

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Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)

November 26, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now.  They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…

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

February 1, 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! Click Here for Full Press Release  

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How are you paying for college?

September 12, 2017
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Written by Marcus Dusenbury The Routine This morning started like most mornings do.  My son wakes up first and will sing a short song.  My wife and I are up next and begin quarterbacking the home’s morning routine.  There’s still no peep from my daughter, our resident night owl, until we coax her into consciousness. …

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Viridian Advisors

Viridian Advisors Recognized for 7th Consecutive Year as a FIVE STAR Wealth Manager

February 9, 2017

SEATTLE, Feb. 9, 2017 /PRNewswire/ — Viridian is proud to announce that Adriel Tamand Marcus Dusenbury have been named to the 2017 FIVE STAR: Best in Client Satisfaction Wealth Managers list in the February issue of Seattle Magazine.  This is the 7th year in a row a Viridian advisor has received this recognition. Continue to Full Article…

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Viridian Advisors

Viridian Attends RMHC’s Annual Gala

November 17, 2016

SEATTLE, Nov. 17, 2016 /PRNewswire/ — 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. Continue to Full Article…

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Elledge Financial Services Merges with Viridian Investment Management

January 31, 2015
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We are proud to announce the merger of Elledge Financial Services with Viridian Investment Management effective immediately.  The combined firms will retain all staff and consolidate offices in Everett and Snohomish to a new location in Everett. “I am delighted to make this announcement today.  After years of thoughtful searching and consideration we have identified…

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