After 20 years as a certified public accountant, Adele Brady Bolson wanted to do more for her clients—so in 2000, she added investment advising to her repertoire, obtaining her license 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 and Adele established her own firm. She moved her practice to Prevail in 2019.
Adele takes pride in helping clients achieve their financial goals and serving as a calming influence as they work through the challenges of life. After 40 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 maintained her CPA license from 1977 through 2022, and during her years of practice as an accountant, she was very active in state and national professional associations: She served as president of the Washington Society of CPAs, chair of the WSPCA Professional Ethics Committee, and was a member of the AICPA Professional Ethics Executive Committee, PCPS Executive Committee, and National CPA Financial Literacy Commission.