Josh is the CEO and founding partner of Aletheian Wealth Advisors. Josh focuses on guiding successful families, with financial complexity, to create lasting legacies. Aletheian means "Truth and Transparency" and Josh is passionate about delivering the best results and experience to clients. He takes great joy in helping families achieve their personal values, mission, and vision; maximizing what is available to them, their heirs, and charity at the expense of taxation.
He has spent his career as a leader and innovator in intelligent investing, having personally managed over $11 billion of client assets in tax smart vehicles. Bringing this level of expertise directly to Aletheian families takes away their stress, replacing it with clarity, confidence, and peace of mind. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Josh is a believer in the saying that “who you do life with is everything,” and knows how critical it is to trust the right people. One of the gifts of his life is leading, serving, and learning from those who make up the Aletheian family; clients, colleagues, and talented professionals who partner collaboratively from other disciplines.
Josh is blessed to be able to give back to the community. He enjoys serving on boards at Fred Hutch, Bellevue Christian School, and his church. He also loves mentoring young people, coaching youth basketball, seeing friends at the Washington Athletic Club, and golfing the Club at Snoqualmie Ridge as much as he can. Josh and his wife Kelly have three children, Olivia, Emily and Andrew.
Randy serves as the Chief Operating Officer and founding Partner of Aletheian Wealth Advisors LLC, a multi-family office purposefully built to serve families with complex estate planning, trust, and asset management needs.
For the past 20+ years, his focus has been client relationships that center on trust and estate designs which consider multi-generational needs and related family governance, tax mitigation, asset transfer techniques, ongoing control, and charitable intent. Randy’s experience includes extensive portfolio design and management that utilizes efficient allocations to address client specific risk/return dynamics, tax issues, and cash flow needs.
Randy is a Certified Trust & Financial Advisor, Certified Financial Planner®, and Certified Divorce Financial Analyst. He is a member of the Estate Planning Council of Seattle, the East King County Estate Planning Council, the Institute of Certified Bankers, and the Overlake Foundation Planned Giving Advisory Council.
It is rumored, but unconfirmed, that he also has a personal life.
Kevin is a Lead Advisor and Partner at Aletheian Wealth Advisors. He has over 14 years experience as a trusted advisor to successful business owners and executives. Motivated by a desire to serve others, Kevin enjoys building long-term relationships and educating his clients on the benefits of making smart financial decisions. He partners with his clients to define their personal mission, vision and values, then create lasting legacies. Kevin received the Certified Financial Planner (CFP ®) designation in 2009.
Kevin and his wife Maleah live in Ballard and are parents to three rambunctious young boys, Bradly, Christopher and Daniel. With the little free time he has, Kevin can be found on the golf course perfecting his game.
He serves at KIROS Bellevue and is the Treasurer of Two Bridges Church.
Scott is a Lead Advisor and Partner at Aletheian Wealth Advisors. Scott has over 14 years of experience serving high net worth clients as both a wealth advisor and a trust officer. He is dedicated to serving others and helping them plan for the complexity that significant wealth creates. Scott focuses on working with individuals and families to steward and pass on legacy assets. Scott is a Certified Financial Planner® and believes that his clients are best served when their needs, goals and objectives are placed at the center of his work.
Aside from his duties at work, Scott is passionate about his community. He serves as an elder in his church and on non- profit boards, including KIROS and the YP board of the Washington Policy Center.
Finally, and most importantly, Scott is devoted to spending time with his wife and four kids tending their small suburban farm just north of Seattle.
Sylvia Gilmore is a Partner and Aletheian Wealth Advisor’s Lead Client Administrator. Her role is to support and enhance the client experience as we work to attain their goals. Her greatest strengths are relationship building, process execution and strategic thinking. As a result, she loves helping people get things done in the most efficient manner possible.
Outside of work, you can find her spending time with family and friends, hiking, cycling, traveling or doing Pilates.
Lavon Coleman is an Associate at Aletheian Wealth Advisors. Lavon joined Aletheian to pursue his passion to serve others and give back to the community. Lavon is especially focused on promoting financial literacy for individuals and families who are creating and stewarding legacy wealth.
After starring for the University of Washington, Lavon achieved his long-term dream of playing football professionally with the Seahawks, Texans and Packers. An adherent of Coach Peterson’s “Built for Life” philosophy, Lavon practices leadership skills that drive him toward continuous learning, improvement and concrete results. Lavon mentors current student athletes, professional athletes, and others who find themselves in seasons of transition.
Lavon is married to Nina and father to Kyree. Lavon and Nina live in Bothell where Lavon enjoys any activity in which he can continue to compete, especially the enigmatic sport of golf.
Cameron Van Winkle is an Associate at Aletheian Wealth Advisors. He focuses on serving clients with complex balance sheets who have created lasting wealth. Prior to joining Aletheian, Cameron worked in the real estate field, where he served as a trusted resource to clients making major financial decisions.
Cameron is local to the area, having grown up in Fall City. As one of the nation’s top recruits, Cameron accepted a full scholarship to play football at the University of Washington. Cameron finished his 2013 to 2016 career as the most accurate field goal kicker in UW football history. While on the field success was a joy, the award for which he is most proud of came for work off the field. Cameron was honored with the Make-A-Wish Of The Year Award for his service to others.
Cameron enjoys giving back in any way he can; always wanting to lend a helping hand. He is currently invested in promoting financial literacy through a program specifically created to help educate current student athletes. Outside of his career, Cameron enjoys helping local high school kickers perfect their craft, so they may pursue athletic scholarships at various universities and colleges. Cameron still resides in Fall City where he enjoys outdoor and athletic activities.