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Our Team

Eric Cumley, CFP®

Eric began his career as a professional wealth manager in early 2000. Over the years, he has successfully guided clients and their families through a variety of different market environments—some of which have been the most challenging ever faced by the US economy.

The experience he gained during the ‘tech wreck’ of 2000, the terrorist attacks of 9/11/01, the Enron and WorldCom bankruptcies, the 2008/’09 subprime mortgage meltdown, and most recently the COVID-19 crash of 2020 strongly informs the advice he provides Olympic’s clients today.

Because the world of finance is so complex, Eric approaches his work carefully. He is thorough, deliberate, proactive, and known for his attention to detail. For example, in the area of investment planning he recommends institutional-grade portfolio strategies which are actively-managed and tailored to Olympic’s clients by Envestnet’s Research Team.

In May 2018 Eric was presented with the prestigious Essential Advisor Award at the 2018 Advisor Summit hosted by Envestnet (NYSE: ENV) and Investment Advisor Magazine.

Eric was selected from nearly 60,000 financial advisors nationwide who utilize the Envestnet platform. He was evaluated on numerous criteria including practice management standards, technology adoption, financial planning disciplines, and more.

Read the Press Release Here

Eric Cumley has held the CERTIFIED FINANCIAL PLANNER™ designation since September 2004. Among other things, this advanced designation means Eric adheres to the high benchmarks of competency and ethics established by the CFP® Board of Standards. Eric regularly undergoes continuing education and re-certification requirements to enhance the ongoing advice he provides Olympic clients. You can find Eric’s listing on the CFP® website by going to Eric’s CFP® profile. You’ll find additional information on working with a CFP® Professional by watching this video on the CFP website.

Finally, you can verify Eric’s industry background/work history by visiting the following websites (both easily searched by last name):

FINRA BrokerCheck (reflects his experience prior to Olympic)
IAPD (shows his current experience with Olympic)

Finally, click the following link for further guidance on choosing a financial professional from the Washington State Dept. of Financial Institutions. Choosing An Investment Professional

If you’re a serious-minded investor wanting the involvement of an experienced professional, the right financial solutions are waiting for you here—at Olympic Wealth Management.”

Delivering fast, accurate administrative support to Olympic clients is my #1 priority. Whenever you email or call, I’m here for you.

Sarah Lominick, Client Operations

Sarah began her financial career in 2002. From her early experience in banking to the extensive securities industry experience she holds today, Sarah brings a broad range of skills and expertise to her role in serving the administrative needs of Olympic’s clients:

  • Protecting the confidentiality of client data
  • Opening client accounts and acquiring related documentation
  • Monitoring of account transfers-in and verifying securities assets upon delivery
  • Overseeing 401(k) and pension rollover requests
  • Researching and preparing cost basis data for clients & their tax professionals
  • Scheduling and confirming of client appointments
  • Coordinating client seminars & appreciation events
  • Acknowledging achievements and significant milestones in the lives of clients
  • Notarizing important client documents as needed

Sarah is a native of Washington and lives in Snohomish County.

OUR PARTNERS

Envestnet Asset Management—Platform Manager

Envestnet serves as Olympic’s platform manager, providing Olympic clients unbiased access to best-in-class managed investment solutions. Envestnet performs fully-audited billing services for Olympic, and delivers state-of-the-art performance reporting via its Client Portal website. It also provides Eric and our clients with a seamless integration to MoneyGuide, the industry’s leading retirement planning software used exclusively with Olympic clients. Envestnet is among the largest and most reputable wealth management solution providers in the country, serving over 11 million investor accounts and more than 100,000 financial advisors nationwide.

Charles Schwab & Company, Inc.—Custodian

Charles Schwab serves as Olympic’s custodian. All investment assets owned by Olympic clients are safeguarded in brokerage accounts held off-site at Schwab. Monthly account statements and tax reporting documents come directly from Schwab, and secure 24/7 online account access is provided via the Schwab Alliance website. Charles Schwab is a top-tier provider of custody services to independent wealth advisors, safeguarding over 12 million investor accounts and holding nearly $4 trillion of assets.

Local Professional Network

Olympic Wealth Management also maintains a referral database of independent third-party tax preparers, estate attorneys, insurance advisors, and mortgage consultants. When clients visit Olympic’s Bothell, WA office what they see is just the ‘tip of the iceberg.’ An expansive range of financial professionals and resources are accessible, further adding to Olympic’s solutions-based environment and helping provide our clients with competent, objective advice.

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