Woodland Wealth Advisors

Holli Howatson is a financial advisor at Woodland Wealth Advisors with 18 years of industry experience. She holds a Series 65 designation and has worked previously at Horizon Asset Management, LLC. Howatson’s career includes periods of retirement and a brief tenure at The Olympia Yacht Club. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on a long-term equity and ETF core combined with options strategies such as covered calls and cash-secured puts. The firm manages a small, concentrated client base with about $7.5 million in discretionary assets and emphasizes individualized oversight through quarterly portfolio reviews and the use of fundamental, technical, and quantitative analysis.

James Howatson is a financial advisor at Woodland Wealth Advisors with a Series 65 designation and no prior industry experience. Before entering the financial field, he served in the United States Coast Guard Reserves for 31 years and worked with the Tacoma Police Department for 32 years. He has been retired since 2017. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on long-term equity and ETF core holdings combined with options strategies to generate income and seek capital preservation. The firm manages a small, concentrated client base, allowing for more individualized oversight and employs a disciplined investment process with quarterly account reviews.