Ann Novosel, CFP®
Co-founder
Ann has more than 30 years of experience crafting personalized financial planning solutions for a range of individuals, families, and small business owners. She excels at connecting with her clients and showing them how to leverage her knowledge to meet their unique needs. Ann’s ability to demystify the world of finance and investments allows her to help her clients feel more empowered and confidently make informed decisions. Her comforting approach and experience in helping clients through various market cycles have allowed her to build lasting relationships serving multiple generations of families.
Ann grew up in a suburb of Minneapolis. After graduating from the University of Minnesota, she moved to Seattle, where she started her career in a downtown Seattle bank. This is where she discovered her love for helping people. Her banking experience gave Ann the desire to provide full financial planning advice to her clients. In 1991, she completed her certification as a CERTIFIED FINANCIAL PLANNER™ professional, and in 1993 she started her own firm as an independent financial planner.
“The independent approach is something that has always been important to me. As an independent financial professional, my goal is to provide impartial guidance based directly on my clients' needs and goals,” she says.
In 2020, Ann joined forces with Sally McCray, CFP®, CPA®, CFS®, Stephanie Shinn, CFP®, and Tamara Morse, CFP®, to create Financial Advisory Partners. The partners offer their clients the benefits of their combined years of experience, knowledge, and strategic thinking.
Ann holds the FINRA Series 7, 24, 63, and 65 securities registrations and is licensed in 21 states. She is also insurance licensed in life and health in Washington state.
Meet Ann’s Team
Taryn Lee, CFP®
Financial Advisor
With more than 20 years of experience, Taryn has spent her career deepening her financial planning knowledge with Ann’s mentorship. Taryn is detail-oriented and resourceful, and she continues to play an integral role in our office through her diverse responsibilities from business planning and daily operations, to managing special projects, to helping Ann with the plans she crafts. She cares deeply about and enjoys helping people. It is rewarding for her to see the real, positive impact that financial planning has had on our long-term clients.
Taryn joined our team in 2003 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2019. She holds the FINRA Series 7 and 66 securities registrations and is insurance licensed in life, disability, long-term care, and annuities in Washington state. She earned her bachelor’s degree in business administration from the University of Washington.
Taryn; her husband, Scott; and two daughters live in Bellevue, Washington. She is a Seattle native and enjoys spending time with family, running, hiking, road trips, and living an organic lifestyle.
Charlene Garcia
Investment Operations Associate
Charlene joined Ann’s team in 2014. She has more than 18 years of experience working in Financial Planners’ offices as a go-to person for client services. Client services entails being one of three initial points of contact via answering phones or e-mails, assisting with all paperwork, and helping with placing and tracking trades. She looks forward to getting to know you and helping you pursue your financial goals.
She was born and raised in Tacoma, Washington, and moved to the Seattle area when she started her college studies at the University of Washington. There she earned her bachelor’s degree and met her husband of 15 years. They have two beautiful daughters and one "keeps-us-on-our-toes" son.
Kelly Monreal
Administrative Assistant
We are happy to welcome our newest team member, Kelly Monreal. Kelly joined us in July 2023 as an Administrative Assistant. She is very excited about this new role and is committed to expanding her financial knowledge and administrative skills and providing unwavering support.
With over two decades of dedicated customer service and sales experience, Kelly transitioned into the financial industry in 2019 as a Personal Banker and discovered a passion for supporting clients with their financial aspirations. Kelly excels in nurturing relationships and fostering support for clients and team members.
Originally from Chicago, Kelly and her husband embarked on an adventurous journey to Seattle to explore the great outdoors and seize new opportunities. Outside of work, Kelly enjoys scenic hikes, travel, dance, and creating long-lasting memories with family and friends. She holds a bachelor’s degree in business administration and management from Western Governors University.
Email:
Telephone:
206.728.2254
Fax:
888.408.9465
Office Location:
1904 3rd Ave, Suite 925
Seattle, WA 98101
