The Moser Wealth Advisors team is made up of talented professionals in the wealth management, investment advisory, tax preparation, accounting and administrative fields. We take pride in our tight-knit, family-oriented group and the way we work together to provide the highest level of service to our clients.
Scott Moser,
CPA/PFS, MST
Scott is the founder and President of Moser Wealth Advisors, PLLC, a Certified Public Accounting and wealth management firm providing sophisticated financial planning and tax services to high net worth individuals, families and business owners. In order to help clients achieve superior results, Scott leverages deep industry expertise combined with a unique understanding of the complex interplay between wealth accumulation strategies and their potential tax implications across business, investment and estate planning concepts. He also focuses on developing customized, turn-key family wealth solutions, allowing small business owners and executives to devote more time towards their highest priorities.
Scott's extensive financial background includes more than 25 years in public accounting and 12 years as a Investment Advisor Representative. In addition for being well-known in the financial planning community as an author and instructor, Scott serves as a director for various local companies and non-profit organizations. He has also provided accounting, tax and investment testimony as an expert witness in arbitration and mediation settings.
When he's away from the office, Scott makes the most of his time in the great outdoors -- skiing, wakeboarding, golfing, mountain biking, boating, and coaching youth baseball in Kirkland for the past 10 years. A musician since grade school, Scott is an active member of the Husky Alumni Band Percussion Section.
Education and Certifications
Certified Personal Financial Specialist
Certified Public Accountant in Washington State, 1985
Registered Investment Advisor Representative in Washington State, 1998
M.S., Taxation, Golden Gate University, 1991
B.S., Accounting, Central Washington University, 1984
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Washington Society of Certified Public Accountants (WSCPA)
Member, Personal Financial Planning Committee
National Association of Personal Financial Advisors (NAPFA)
Stephanie J. Salmon,
CPA
Stephanie oversees the accounting practice at Moser Wealth Advisors, where she assists high net worth individuals, families and businesses with complex tax planning and preparation, real estate transactions, small business accounting software support and financial statement reporting. Stephanie is committed to helping clients achieve their varying financial objectives by anticipating and identifying tax savings opportunities wherever possible, and tailoring accounting solutions that maximize financial returns.
Prior to joining Moser Wealth Advisors in 1991, Stephanie worked as an auditor and tax preparer for a prominent CPA firm in Abilene, Texas. Outside of the office, she can be found standing on the side of a soccer field, basketball court or swimming pool while supporting her four kids and husband's many sporting endeavors. Stephanie is an avid reader and enjoys occasional breaks from her kids to golf, hike, and travel with her husband.
Education and Certifications
Certified Public Accountant in Washington State, 1992
B.A., Accounting, Abilene Christian University in Texas, 1989
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Washington Society of Certified Public Accountants (WSCPA)
David M. Kendrick,
CPA, MST
David is a CPA at Moser Wealth Advisors, specializing in tax planning, preparation and compliance matters. In particular, he works closely with a wide range of clients to proactively structure their business planning decisions in order to maximize future tax savings and position them for success.
Before joining Moser Wealth Advisors in 2006, David worked as a General Ledger Accountant and Human Resources Benefits Administrator in private industry. He joined the ranks of public accounting in 2000 and recently earned his Master of Science in Taxation from Golden Gate University.
David enjoys many forms of outdoor recreation including hiking the Pasayten Wilderness in the North Cascades, backpacking, fishing, motorcycling, skiing and world travel. His other interests include collecting books, cheering the Huskies and trying his hand at dog training.
Education and Certifications
Certified Public Accountant in Washington State, 2001
M.S., Taxation, Golden Gate University, 2010
B.A., Business Administration, Accounting 1996
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Washington Society of Certified Public Accountants (WSCPA)
Alvin Wolcott,
CPA, Investment Advisor Representative
As a CPA and Financial Planner at Moser Wealth Advisors, Alvin specializes in assisting individuals and small businesses to develop and implement customized accounting solutions that will accomplish their financial planning, investment and business management goals. His results-oriented approach seeks to minimize tax liabilities and identify new ways of creating and sustaining wealth.
Since 2000, Alvin has worked as a Financial Planner, Investment Advisor Representative and in various other positions in the accounting field. Prior to joining Moser Wealth Advisors in 2009, he gained considerable experience as a CPA and tax manager at Berntson Porter & Company, working on a variety of engagements involving high net worth individuals, wealth management, real estate investments and closely-held businesses.
Away from the office Alvin has been known to whoop it up at Sounders FC soccer matches, swoosh down the slopes during ski season, or meditate during his yoga practice. With his wife he also enjoys camping, cheering on the Seahawks, catching some local theater, or sampling local bed and breakfast options.
Education and Certifications
Certified Public Accountant in Washington State, 2006
MPAcc, Professional Accounting/Taxation, University of Washington, 2004
Registered Investment Advisor Representative in Washington State, 2000
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Washington Society of Certified Public Accountants (WSCPA)
Lori Elmenhurst,
CPA
Lori recently rejoined Moser Wealth Advisors after a family transfer sent her to St. Louis for several years. Lori enjoys addressing business and individual client accounting and tax preparation needs. She enjoys working directly with clients to solve their everyday problems.
Lori's recent experience includes maintaining her tax skills while working for a CPA firm in St. Louis. She worked at Moser Wealth Advisors in 2008-2009 preparing tax returns, financial statements and handled our billing. She has 20 years of CPA firm experience.
Outside of the office Lori enjoys spoiling her granddaughter, traveling with her husband, running, reading, and barbeques with family and friends.
Education and Certficates
Certified Public Accountant in Washington State, 1988
Certified Public Accountant in Missouri, 2010
B.A., Accounting, Seattle Pacific University, 1984
Jennifer Anderson,
Accountant
Jennifer's work concentrates on helping clients with business accounting, tax and financial statement preparation. She earned several years of CPA firm experience before joining Moser Wealth Advisors that included auditing nonprofit organizations and employee benefit plans. Jennifer is currently working towards her Master of Business Administration and preparing for the CPA exam. As a certified QuickBooks specialist, Jennifer is qualified to offer assistance and training to a variety of businesses to ensure accurate reporting of their operations.
Jennifer enjoys the outdoors including hiking, bicycling, skiing, and camping. She enjoys reading, spending time with family and friends and volunteers with the Big Brother Big Sister of Puget Sound program.
Professional Experience and Certifications
Certified QuickBooks ProAdvisor
Meg Pickle,
Office Manager
Meg serves as the Office Manager at Moser Wealth Advisors and has done so for more than 18 years. She manages internal administrative and operational processes, and oversees an efficient and dependable staff ensuring our office runs smoothly. Under her guidance, the firm has significantly developed and sustained its service-oriented business culture. Her back office customer support encompasses the tax, financial planning and investment management areas of the firm. Meg holds a degree in Psychology from the University of Washington.
Meg's previous experience includes working as the Circulation Director for Pacific Northwest Magazine for many years and as a Customer Service representative for a year-round resort in Northern Idaho. Her time away from the office is filled with gardening and yard work, family, travel, running, skiing, and on occasion, a round of golf.
Susan Eckhardt,
Administrative Assistant
Susan is an Administrative Assistant at Moser Wealth Advisors. She plays an integral role in upholding the firm's client service philosophy. In addition to providing critical administrative support for internal staff, she is equally committed to providing superior client service – assisting with routine administrative tasks related to their tax and financial plans, communicating about issues affecting their financial affairs and addressing general questions or concerns.
Prior to joining our team Susan was an Administrative Assistant (12 years) and a Procurement Specialist (5 years) at a manufacturing plant in Kent, WA. She is a true Northwest native and enjoys her time away from work in the great outdoors: walking, hiking, kayaking, and snowshoeing. When not outside you can find her at the gym, reading, shopping, traveling to sunny locations where her husband can scuba dive, or simply enjoying life with family and friends!
