Firebrand Wealth Management, LLC

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Firebrand Wealth offers both hourly-fee and asset-based-fee advice and guidance, including: • Savings Strategies • Socially-Responsible Investment Management • Retirement Planning • Tax and Estate Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters, and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Timothy Huynh is a CFP® professional with six years of industry experience. He is currently with Firebrand Wealth Management, LLC, where he has worked since 2024. His prior experience includes roles at Westfield Financial Planning and Harding Loevner LP. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm offers discretionary investment management and comprehensive financial planning, employing a passive portfolio construction approach guided by Modern Portfolio Theory and fundamental analysis.

Suzanne Bottoms is a financial advisor at Firebrand Wealth Management, LLC in New York, NY, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including DHR Investment Counsel, Ltd. and Royal Alliance Associates, INC. Suzanne is licensed as an insurance agent in Virginia but is not affiliated with any insurance company and does not actively sell insurance. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm emphasizes passive portfolio construction guided by Modern Portfolio Theory and fundamental analysis, typically using index mutual funds and ETFs while maintaining flexibility for other securities.

Stephanie Huynh is a CFP® professional with experience at Firebrand Wealth Management since 2022. Her prior roles include positions at Neuberger Berman, HQ Capital Private Equity, and Prudential Financial. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm emphasizes passive portfolio construction using index funds and ETFs, while maintaining flexibility to incorporate individual equities, fixed income, and options as appropriate.