Broker Check

Meet Wealth By Design Pacific Northwest 


Shena Q. Bartlett, AAMS®

Private Wealth Advisor

(360) 750-1002

shena@wbdpnw.com

Shena Bartlett is a Managing Partner and Financial Planner, whose primary areas of focus are retirement and investment planning. For over a decade, Shena has been helping clients towards achieving financial independence. She seeks...

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Jeff Lukowiak

Private Wealth Advisor

(360) 549-3037

jeff@wbdpnw.com

Jeff Lukowiak is Managing Partner and a Financial Planner at Wealth by Design PNW. Jeff’s primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help...

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Mindy Randall

Investment Support Specialist

(360) 750-1002

mindy@wbdpnw.com

Mindy has served as Office Manager since 2004. As Office Manager and Client Relationship Manager, Mindy has various responsibilities all centered around making sure our clients have a personalized first-class experience working with us...

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Cheryl Higgins

Client Relationship Specialist

360-750-1002

cheryl@wbdpwn.com

Cheryl's core values and commitment to those around her make Cheryl's position a perfect fit at Wealth by Design PNW. Serving as our Client Relationship Specialist, Cheryl is the personal service concierge for all of our clients. She...

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Meet Wealth By Design

East Coast

Craig Bartlett

Craig C. Bartlett, CFP®, CRPC®, CBEC®

Managing Partner & Financial Planner

Nicholas Petriello

Nicholas Petriello, CFA, CRPC®

Managing Partner & Director of Investment Planning

Jason Brito

Jason D. Brito, CFP®, CRPC®

Managing Partner & Financial Planner

Anthony Sambrato

Anthony V. Sambrato, CFP®, QKC, QKA®, CPFA

Retirement Specialist & Financial Planner

Bryan Murray

Bryan P. Murray, CFP®

Risk Management Specialist & Financial Planner

Paul Lee

Paul H. Lee, CFP® CPWA®

Financial Planning Manager

Cheryl Flores

Cheryl Flores

Executive Assistant & Insurance Service Specialist

Nicole Mial

Nicole Mial

Investment Support Specialist

Jo Ann Boyle

Jo Ann Boyle

Group Benefits & Medicare Specialist

Cathy  Barry

Cathy Barry

Group Benefits & Medicare Specialist

Deandrea Forbes

Deandrea Forbes

Investment Support Specialist

Emilie  Hess

Emilie Hess

Financial Planning Manger

Kacey  Lyzell

Kacey Lyzell

Insurance Support Specialist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.