About Us
We understand that financial well-being extends beyond simply earning a high income. True financial independence is rooted in effectively managing and leveraging the resources you already possess. It’s about setting clear financial goals and employing strategies that empower you to achieve them.
As dedicated financial advisors, our mission is to guide you toward lasting financial security. Whether your aspirations include building wealth through investments, funding your child's education, planning for a comfortable retirement, or safeguarding your estate, we are here to help you create a personalized roadmap to success.
Our comprehensive approach to developing a total financial strategy includes:
- Assessment: We begin by gathering and analyzing your financial situation to gain a thorough understanding of your unique needs, assets, liabilities, and risk tolerance.
- Strategy Design: Next, we craft a financial strategy that addresses your current needs while anticipating future requirements.
- Ongoing Review: We believe in the importance of regular check-ins. We will periodically review your strategy, consult with you to make necessary adjustments, and support you in keeping your financial plan on track.
Together, we can navigate your financial journey and make informed decisions that enhance your financial future.
Meet Our Team
Teresa "Terri" Mansell
Financial Advisor
Domicile State: WA
Email: terri@adeptwm.com
While working for a regional financial institution in 1988 Terri discovered financial planning and was intrigued by the profession. She started her journey to being licensed and has enjoyed all the people she has met and helped along the way. Getting to know our clients, understanding their needs, and working together to find a solution is our goal.
Married to her husband Tom for 49 years, they have three wonderful children, two grandsons, two grand dogs, and two Golden Retrievers. They enjoy gardening, camping, fishing, exploring the great outdoors and anything that involves the grandsons (band concerts, baseball games, track meets and cross country).
Terri has sewn for years but 10 years ago she learned about Days for Girls and has sewn and volunteered for the local chapter ever since.
Doug Mansell
Financial Advisor
Domicile State: WA
Email: doug@adeptwm.com
With over 20 years in engineering (aerospace and maritime industries) prior to making a career change in 2025, Doug's technical background equips him with a sharp analytical mind and a disciplined approach to problem-solving. His unconventional journey into the realm of financial advising enriches his perspective and complements a broad range of wealth management needs and strategies.
Recently licensed in the securities industry, Doug played a crucial role in establishing the Edmonds office. He is honored to work alongside Terri to help clients identify and achieve their financial goals.
Outside of work, Doug enjoys spending time with family, meeting new people, and exploring the Puget Sound via sailboat and the mountains through hiking trails. He is always eyeing a new adventure, having traveled to more than 20 countries and almost every state in the U.S.
Now that you’ve learned a bit about who we are, we look forward to meeting YOU and hearing what your needs are. Please contact us and request a no-pressure, no-obligation, meeting to take that next step towards achieving your financial goals.
