The team at Bulwark Capital serves the greater Seattle, Washington area with a full range of investment, financial and retirement planning and wealth management services. We pride ourselves on being a fully mobile firm. Whatever your preference, you’re able to do business with us from the comfort of your home, online and in our office. We feature digital transaction management services for electronic and online transactions and we’re happy to come out and visit you for portfolio reviews and any other financial and investment planning needs.

The team at Bulwark Capital serves the greater Seattle, Washington area with a full range of investment, financial and retirement planning and wealth management services. We pride ourselves on being a fully mobile firm. Whatever your preference, you’re able to do business with us from the comfort of your home, online and in our office. We feature digital transaction management services for electronic and online transactions and we’re happy to come out and visit you for portfolio reviews and any other financial and investment planning needs.

The team at Bulwark Capital serves the greater Seattle, Washington area with a full range of investment, financial and retirement planning and wealth management services. We pride ourselves on being a fully mobile firm. Whatever your preference, you’re able to do business with us from the comfort of your home, online and in our office. We feature digital transaction management services for electronic and online transactions and we’re happy to come out and visit you for portfolio reviews and any other financial and investment planning needs.

MEET THE TEAM DEDICATED TO BUILDING YOUR FORTRESS

MEET THE TEAM DEDICATED TO BUILDING YOUR FORTRESS

ZACH ABRAHAM

Principal/Chief Invesment Officer

Zach Abraham has been in the financial services industry for over a decade. He began his career at Russell Investments working with the retirement distribution team. He went on to get his Series 7 and 66 while working for Wells Fargo as a Financial Advisor. Before starting Bulwark, Mr. Abraham served as Chief Investment Officer for Abraham & Co., Inc.–a boutique broker/dealer and wealth management firm in Gig Harbor.

Mr. Abraham holds a Bachelor of Science in Finance from Pacific Lutheran University. He is also the host of “Know Your Risk Radio” which airs Saturdays at 3pm on AM 770 KTTH.

SEMMELLE ABRAHAM

Chief Operating Officer

Semmelle Abraham has worked in both the financial services and software industries for over 15 years. Her career began at Russell Investments in the Alternative Investment group. After her time there, Ms. Abraham worked as a Product/Account Manager for SS&C Technologies, Inc. managing client relationships for the hedge fund and private equity platforms.

Ms. Abraham has a Bachelor of Arts in English from Pacific Lutheran University and earned an MBA from the University of Washington. She was also Miss Washington 2000–a preliminary to the Miss America Pageant.

TREVOR WHITMAN

Product Specialist

Trevor Whitman started his career as an Assistant Web Developer at Multnomah University. After earning his degree, Mr. Whitman educated 6th and 8th grade students at Life Christian Academy in Tacoma, Washington. Mr. Whitman left the field of education to start Anvil Leadership Group–dedicating his time to revolutionize synergy and performance in organizations through keynote speaking, corporate training, and leadership development.

Mr. Whitman holds a Bachelor of Science in Theology/Theological Studies. Along with his position at Bulwark, he also holds a full-time position at Redeem Church as Young Adults Pastor.

MATTHEW JANZ

Client Relationship Manager

Matthew Janz’s career began in Web SEO Development and Corporate Technical Support. During his time at Multnomah University Mr. Janz worked on implementing Classroom Streaming Technology for the seminary program there. After finishing his degree, Mr. Janz went on to complete a MA in Counseling. He spent time leading a counseling team at Black Lake Bible Camp in Olympia and afterwards moved into training and development of Audio and Visual Tech Teams and Corporate Event Management.

Mr. Janz has a Bachelor of Science in Theology and English from Multnomah University. He also earned a Masters of Arts in Counseling with certifications in Life Coaching and Family Counseling.

BEN WARREN, CFP

Certified Financial Planner

Ben Warren has been in the financial services industry since 2005. He began his career at Thrivent Financial in New Orleans, LA after graduating from Kansas State University with a degree in Financial Planning. Mr. Warren relocated to Silverdale, WA after hurricane Katrina to establish a client-focused financial management team for Thrivent.

In 2014, he co-founded Registered Investment Advisor, Clear Creek Financial Management, in order to better serve his current clients. Mr. Warren primarily oversees and advises high net worth individuals and families to better secure and coordinate their assets. He also helps direct Bulwark’s portfolio management and fund construction initiatives.

BRIAN DEELY

Financial Advisor

Brian Deely has been in the financial services industry since 2006. He earned his B.A. in Business Administration Marketing from Pacific Lutheran University. Mr. Deely has held positions at Zones, Inc. as an Account Executive, as well as the YMCA as a Program Director.

Mr. Deely joined the Thrivent Financial team in 2007 assisting with both Financial Planning and Marketing. He is also a co-founder of Registered Investment Advisor, Clear Creek Financial Management, which opened in 2014. His goal is to gain better control of Bulwark’s client experience and maximize opportunities for outreach.

JOE GATES

Chief Compliance Officer

Joe Gates has been in the financial services industry since 2008. He received a B.S. in Productions/Operations Management from the University of Idaho and his Masters in Teaching from Heritage University. His previous experiences include Operations Manager for Jeld-Wen Door Company and teaching positions domestically and abroad.

Mr. Gates began working for Thrivent Financial in 2009 as a Financial Advisor. In 2014, he co-founded Registered Investment Advisor, Clear Creek Financial Management. His goal is to better streamline the firm's operations and financial planning processes. He also oversees Bulwark’s regulatory and compliance responsibilities.

JAMIE FLANAGAN

Financial Markets Analyst

Jamie Flanagan completed and attained his first-class honours degree in banking and finance from the Essex Business School in the U.K. During his time at the University of Essex, he was employed on a part-time basis by the university to teach fellow students at the business school the fundamentals of using Bloomberg Terminal—computer software critical to those working in the financial services industry.

Jamie achieved outstanding results each academic school year, and was accordingly put forward on the dean's list each year he was enrolled, an honour bestowed to only the top five percent of the university’s 16,000 students.

Outside of work Jamie has a keen interest in all sports, especially soccer, football and baseball, and he enjoys keeping fit both physically and mentally.

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