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, CCO, 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, CTO, 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, CPA

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 maintains her CPA license, 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.

Cindy Kavanagh

Client Relations Manager

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Cindy Kavanagh originally joined Prevail Wealth Management as a Client Relations Manager in November 2014 before taking a break; she returned to the firm in July of 2018.

Today, Cindy works directly with clients and our advisors to ensure an optimal experience while assisting with new business, client service needs, distribution requests, and any necessary paperwork. Her goal is to provide a high level of support on a timely basis as questions and needs arise. She strives to build strong relationships with our clients and is motivated by the opportunity to make a difference in their lives. She has over 25 years of sales and customer service experience, with more than 10 years in the financial services industry.

Cindy spends her free time with her family, friends, and beloved cat, George. She enjoys golfing and is a loyal Seahawks, Huskies, and Mariners fan.

Catie Lynn

Client Communications Manager

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Catie Lynn joined Prevail as Client Communications Manager in March 2020, and 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. Catie has over five years of experience in content creation and working with member-based organizations. She earned her bachelor’s degree in Communication Studies at 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.