Broker Check

Team

How We Work

How We Work

At Prevail, we have built an experienced and skilled team to serve our clients efficiently and effectively. Each of our team members will play a specific and important role in your financial journey—a comprehensive approach that truly makes us unique.

In addition, our team believes the client and their goals should be at the center of everything we do. From our approach to financial planning to the technology we use, how we can best serve our clients is always top of mind. As fiduciaries, we are legally bound to always act in your best interests, creating trust and transparency that becomes the foundation of a long and successful relationship.

Our team approach is what makes the difference for our clients. 

Meet Our Team

Amy Mutal

Principal | Financial Advisor

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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 focuses on her clients’ complete financial picture. She utilizes a holistic approach that includes advice on building wealth through lifetime income strategies, while also providing guidance on protecting and transferring wealth. 

Amy takes pride in being an Accredited Investment Fiduciary® (AIF®) and has the experience and knowledge to apply fiduciary practices. Unlike typical advisors, fiduciaries are required by law to put each client’s best interests first.

Only 6.4% of all financial advisors are exclusively fiduciaries, according to a 2010 study by Cerulli & Associates; 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. Amy currently serves on the boards of the Greater Kirkland Chamber of Commerce, Rotary Club of Kirkland, and the Kirkland Performance Center. Her interests include cycling, boating, golfing, traveling and playing her guitar.

David Mutal

Principal | Director of Operations

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David Mutal is a co-founder of Prevail Wealth Management. 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 our technology operations and infrastructure to ensure sensitive firm and client information is safeguarded at every level. David is also responsible for ensuring the firm has the best working environment and optimal processes. He 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 industry, David spent over 25 years in IT. His career 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 most well-known companies in the Northwest in industries including aerospace, cellular, retail, and software. 

David is a Washington native who grew 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.

Adele Brady Bolson

Financial Advisor

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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.

Monica Le

Client Relationship Manager

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Monica has fourteen years of experience working closely with older adults and their families as they planned to transition and live successfully in a senior living community. She received her bachelor’s degree in social work in 2016 from the University of Washington.

As Monica worked closely with seniors and their families, she was able to observe the importance of comprehensive financial planning. As Client Relationship Manager, she looks forward to identifying individuals and families in need of financial planning to help them achieve their goals now and into the future.

Monica has a true passion for giving back to the community where she lives and works. She is known as a trusted resource in her network. In addition to her work in her community, she enjoys hiking, traveling, and being the ultimate hostess. 

Kornelija Jurishikj

Operations Manager

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Kornelija joined the Prevail team as the Operations Manager in October 2021. She supports the Prevail team by implementing and managing internal processes. Her goal is to create the ultimate client experience by employing efficient and accurate methods. She enjoys planning, organizing, and finding ways to work more efficiently. Kornelija came to Prevail with over ten years of professional experience including project coordination and administration, accounting, and banking.

In her free time, Kornelija likes to read, hike, and spend time with her family and friends.

Mzia Ioseliani

Client Service Associate

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Mzia was born and grew up in the small country of Georgia. She earned her degree in Chemical Engineering at the Georgian Technical University. She worked 16 years for the Georgian Parliament beginning as an office clerk and working her way up to executive assistant for the Vice Chairperson of Parliament.

After having married an American man, she relocated to the USA in 2020. After completing a series of English language and bookkeeping classes, she joined Prevail in 2023 as Client Service Associate assisting with new client onboarding and client relationship services.

In her free time she and her husband enjoy traveling and experiencing different foods from many cultures. She likes exploring nature, animal watching, amateur photography, and spending time with friends. She gives back by volunteering at Bellevue College in the English for Work classes helping assist new immigrants improve their English skills.