Principal | CCO | Financial Advisor, AWMA®, AIF®
Amy Mutal is an Accredited Wealth Management Advisor®, Accredited Investment Fiduciary®, Principal, and Chief Compliance Officer of Prevail Wealth Management, LLC. As an advisor in the financial industry since 2004, Amy helps clients develop realistic and comprehensive financial plans and risk-managed investment portfolios.
Amy’s focus is on her clients complete financial picture. Her holistic approach includes advice on building wealth through lifetime income strategies and preserving wealth by advising on wealth transfers strategies.
Amy takes pride in being a fiduciary advisor. The difference between a fiduciary and the typical advisor is that a fiduciary must always, by law, put the client’s best interests first. As a Accredited Investment Fiduciary® (AIF®), Amy has a thorough knowledge of and ability to apply the fiduciary practices.
According to a study by Cerulli & Associates (Reuters 2010), only 6.4% of all financial advisors are fiduciaries exclusively; the remaining 93.6% are essentially salespeople. As a fiduciary advisor, Amy provides her clients with a much higher level of care. A difference that really matters.
Amy lives in Kirkland Washington with her husband David. She enjoys supporting local and global charities through her volunteerism and fundraising events. She currently serves on the boards of the Greater Kirkland Chamber of Commerce, Rotary Club of Kirkland, as well as the Kirkland Performance Center. Her interests include cycling, boating, golfing, and playing her guitar.
Principal | CTO | Director of Operations
David is a co-founder of Prevail Wealth Management, LLC. As Chief Technology Officer and Director of Operations, he is responsible for the management and execution of IT infrastructure, cybersecurity, internal systems, and processes. He monitors the technology operations and infrastructure to ensure sensitive firm and client information is safeguarded at every level. He is also responsible for ensuring the firm has the best working environment and optimal processes. David manages the implementation of all business policies and procedures to ensure all operations run efficiently and in harmony with the firm’s values.
Prior to joining the financial services industry, David spent over 25 years in the Information Technology industry. His career in IT has spanned many disciplines including enterprise network design, network security, database design, business intelligence, data analytics, and reporting. He has worked and managed teams for some of the largest and well-known companies in the Northwest in industries including aerospace, cellular, retail, and software.
David is a native of Washington state growing up in Bellevue. In his spare time, he enjoys cycling, various sports, playing the guitar, and traveling. He also enjoys giving back to the community as an active member of the Rotary Club of Kirkland. He lives in Kirkland with his wife, Amy Mutal.
Adele Brady Bolson
Financial Advisor | CPA
In 2000, Adele Brady Bolson added investment advising to her repertoire of accounting and tax services as a certified public accountant. She began her practice as a certified public accountant in 1979. After twenty years, she wanted to do more for her clients, so she obtained her license to provide investing and general financial advice as an Investment Advisor Representative. In 2013, she transferred her CPA practice to her associate Amanda Chang, CPA, who now continues the practice as Adele Brady Bolson, CPA, PS, while Adele established Sound Sense Money Management, LLC, a Registered Investment Advisor. Beginning in 2019, she is happy to continue helping her clients as an Investment Advisor Representative at Prevail Wealth Management, LLC.
It is gratifying to know that by consulting with clients about their finances she can help them both achieve their financial goals and help them through life’s challenging times. Her clients thank her for the positive effect that her services have had on their lives, and her calming influence. After forty years in business, she not only serves some of the clients who came to her firm in the early years, but now also helps some of their grown children!
Adele maintains her license as a CPA, though since 2014 her practice has been limited to investment management and advising on personal financial matters as an investment advisor representative. During her years of practice as a CPA, she was very active in her state and national professional associations, including serving as President of the Washington Society of CPAs, Chair of the WSPCA Professional Ethics Committee, and serving the AICPA as a member of the Professional Ethics Executive Committee, PCPS Executive Committee, and National CPA Financial Literacy Commission.
Client Relations Manager
Cindy Kavanagh originally joined Prevail Wealth Management, LLC as a Client Relations Manager in November of 2014. After a break from working at Prevail, she returned to the firm in July of 2018.
She works directly with clients and our advisers to ensure an optimal client experience while assisting with new business, client service needs, distribution requests and any necessary paperwork. Her goal is to provide clients with a high level of support on a timely basis as questions and needs arise. She strives to build strong relationships with the clients and is motivated by the opportunity to make a difference in our clients' lives. She has over 25 years of sales and customer service experience and has over 10 years of experience in the financial services industry.
Cindy spends her free time with her family, friends, and much beloved cat, George. She enjoys golfing with friends and is a loyal Seahawks, Huskies, and Mariners fan.
Client Communications Manager
Catie Lynn joined the Prevail Team in March of 2020 as the Client Communications Manager.
She works to support the Prevail team by creating meaningful communications to educate and engage our clients, vendors and community. Her goal is to create consistent, concise and purposeful messaging, marketing materials and educational content. She has over five years of experience in content creation and working with member-based organizations. Catie received her bachelor’s degree in Communication Studies for San Jose State University in 2014.
Catie spends her free time with her friends, family and sweet rescue pup, Mickey. She enjoys taking walks along Lake Washington, trying new restaurants, updating her garden and needlepointing.