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,

Scott Moser is the founder and leader of Moser Wealth Advisors and Moser & Company CPA's which serve as a platform for delivering sophisticated financial planning and tax services to high net worth individuals, families and business owners.  Scott strives to leverage his 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 focuses on developing customized, turn-key family wealth solutions, allowing small business owners and executives to devote more time towards their highest priorities.

Scott has 30+ years of public accounting experience and a 20 year investment management track record. He is a leader in the Bellevue WA financial planning community and has served on the boards of local companies and non-profit organizations.

When he's away from the office, Scott makes the most of his time in the great outdoors -- skiing, wakeboarding, golfing, mountain biking, boating, coaching Kirkland youth baseball, and playing the drums.  He is a Husky Band Alum.

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,

Stephanie manages 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, she worked as an auditor and tax preparer for a prominent CPA firm in Abilene, Texas. Outside of the office, she can be found supporting her four kids and husband's many sporting endeavors or playing with the many animals on Lisa’s mini-ranch.  Stephanie enjoys reading and spending time with her family golfing, hiking, and traveling.

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)

JP Pedinielli,
Investment Advisor Representative

JP serves as an Investment Advisor Representative at Moser Wealth Advisors.  As an investment professional with an extensive background in portfolio management and financial planning, he works closely with the Team to identify, develop, and implement comprehensive investment plans and strategies.  Individuals, families, and business owners have come to rely on his expertise as well as JP’s dedication to serve as a fiduciary in providing wealth and investment solutions. 

Prior to joining the Team at Moser Wealth Advisors, JP spent several years in Aspen, Colorado managing investment portfolios for High Net Worth individuals, businesses and families.  JP has effectively used his professional experience as an equities trader, portfolio manager, and his post graduate finance degree from the University of Denver to help clients manage risk and develop comprehensive financial plans.

Education and Certifications
University of Denver Master of Science in Finance, 2009
University of Denver Bachelor Science in Business Administration, 1994
Registered Investment Advisor Representative in Washington State
Series 65 Securities license
Passed Level 1 of Chartered Financial Analysts program;  Passed Level 1 of Chartered Alternative Investment Analyst program

Meg Pickle,
Office Manager

Meg serves as the Office Manager at Moser Wealth Advisors and has done so for more than 26 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.

Michelle Masson,
Administrative Assistant

Michelle is the front line for Moser Wealth Advisors clients.  She greets people at the front desk, answers phone calls, schedules appointments, and processes all the incoming documents and outgoing tax returns.  Behind the scenes she supports the accountants by keeping the office organized and supplying contagious positive energy.  During her previous job, 7+ years in Customer Resolutions at a local timeshare company, she earned her Associate’s degree in Accounting from Bellevue College.  She is now working on her Bachelor’s program through WGU Washington online, and hopes to eventually join the ranks of CPAs at Moser.

When she’s not busy studying, Michelle can be found playing games with her fiancé and her teenage daughter, cuddling her dog, and sewing or knitting.  She also volunteers with Magic Wheelchair, a non-profit organization that makes elaborate costumes for children in wheelchairs.

Education and Certifications
A.A. in Accounting, Bellevue College, 2014

Professional Memberships
International Association of Administrative Professionals (IAAP)
Accounting & Financial Women's Alliance (AFWA)
Office Ninjas

Brenda Guerrero,
Staff Accountant

Brenda is a Staff Accountant at Moser Wealth Advisors where she assists in the areas of accounting and tax.  She has been part of tax seasons since she graduated in 2008, and has experience in the areas of individual income tax, small business startup services, IRS audits, payroll, A/P, A/R, bookkeeping, billing, credit, budgeting, and managing personal finances.

Prior to joining Moser Wealth Advisors she owned a small tax practice, was an shop owner, and an education specialist at Consumer Credit Counseling Services of Orange County.  She holds a Bachelor's Degree in Accounting from Cal State Fullerton University.

Away from the office Brenda enjoys handcrafting, hosting, traveling, and watching documentaries.

Irene Bodenstab,

Irene enjoys helping clients with tax planning and helping them get on the right path where they can be proactive instead of reactive in their financial planning. She understands the importance of tax planning in financial planning. She often works with high net-worth individuals and closely-held companies, and works beside her clients as a trusted advisor, acting in their best interest to help them reach their personal and professional financial goals.

Prior to joining Moser Wealth Advisors, she worked at CPA firms in Washington and Oregon. During off seasons, she tries to find time to travel with her husband and two kids. She also enjoys just hanging out at home, watching movies or playing board games with her kids.

Education and Certifications
Certified Public Accountant in Washington State, 2006
B.A., Accounting and Information Systems, University of Washington, 2000
Professional Memberships
Washington Society of Certified Public Accountants (WSCPA)

Jacob Benson,
Staff Accountant

Bio will be added soon!

We are looking to expand our team in 2021.  If you're interested in joining our lineup, check out the info on our Job Openings page.

Moser Wealth Advisors
2135 112th Avenue NE Suite 100
Bellevue, WA, 98004

Tel: (425) 818-9400
Fax: (425) 818-9440