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WEALTH MANAGEMENTFinancial Planning Centered On Your Goals.

Seattle
Seattle, WA 98101
Bellingham
Bellingham, WA 98226
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Who We AreYour Vision. Your Equity. Built Around Your Life.

Who We AreYour Vision. Your Equity. Built Around Your Life.

Located in the heart of Seattle, Prince Financial Services delivers bespoke, holistic wealth management designed around your life—not off-the-shelf products.

Through our signature five-step process—spanning initial discovery to ongoing plan reviews—our 15-person team seamlessly integrates portfolio management, risk mitigation, cash flow management, and estate strategies into a single, agile roadmap built with a goal to preserve and manage what matters most to you.

WHAT WE OFFERServices Built for You

Portfolio Management

Portfolio
Management

Disciplined, comprehensive investment strategies aligned with your goals and risk tolerance. 

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Retirement Strategies

Retirement
Strategies

Comprehensive planning that strives to ensure your financial independence outlives your career. 

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Cash Flow Analysis

Cash Flow
Analysis

Overseeing incoming and outgoing capital to manage liquidity, savings, and investments.

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Risk Management

Risk
Management

Preserving your assets, income, and family from unexpected life events. 

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Estate Strategies

Estate
Strategies

Structuring your wealth to prepare your family and simplify wealth transfers.

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Legacy Planning

Legacy
Planning

Defining your long-term impact through multi-generational wealth strategies and philanthropy.

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WHY CHOOSE USGuided by Values, Driven by Results.

WHY CHOOSE USGuided by Values,
Driven by Results.

"True financial clarity doesn't come from off-the-shelf products—it starts with your life, your vision, and working backwards from there."

- Prince Financial Services

Our Team

Juliette A. M. Prince CLU®

Founder and CEO

(206) 777-3553

Julie Prince began her financial services career in commercial banking and, after five years, started her wealth management practice with Northwestern Mutual in 1989. She founded Prince Financial Services, specializing in developing and implementing financial plans and helping clients build, preserve, and pass on their wealth. They work with executives, business owners, and families to create a legacy for future generations.

Julie is a highly sought-after professional in the financial services industry, speaking and educating her peers regionally and nationally at conferences and seminars. She is passionate about providing financial guidance to those experiencing life-changing events.

She is a Board member of the YMCA of Greater Seattle, serving since early 2021. She has also served on the Independent Colleges of Washington board from 2012 to 2019.  

Julie earned her Bachelor of Arts in Business from Gonzaga University in 1984. She earned her Chartered Life Underwriter (CLU®) professional certification from the American College in 1998.

She grew up in eastern Washington and lives in Seattle with her husband Kurt and daughter Delaney. Julie enjoys spending time with family and friends and loves travel, cooking, entertaining, and the outdoors.

David H. Burnett

Founder and Private Wealth Advisor

(206) 777-3523

David started his career as a financial advisor in 2006 after graduating from Washington State University with a Bachelor of Arts in Business Administration and Marketing. David is passionate about deeply understanding his client's financial goals and needs. He thrives on finding distinct, creative solutions to pursue those goals, always looking to increase leverage while effectively managing taxes.

In 2018, David merged his practice with Prince Financial Services, giving his clients access to added depth of planning services while focusing on providing the firm's clients with a high level of service.

David holds through LPL his FINRA Series 6, 63, 65, and 7 licenses and his Life, Health, Disability, and Long-Term Care licenses.

Away from the office, David loves spending time with his wife, Caitlin, and their two children, Cameron, and Grady. As a family, they stay busy boating on Puget Sound, swimming, playing at the park, and spending quality time with family and friends. They enjoy traveling, especially escaping Seattle winters to visit family in their favorite destination, Maui! Dave also enjoys playing tennis, working out, and cheering on his alma mater, Washington State University – Go Cougs!

Cade Fredrick Mossman
CFP®

Partner and Private Wealth Advisor

(206) 777-3533

Cade loves helping his clients implement a holistic approach to their financial plans, emphasizing tax-efficient strategies. It's important to him to listen carefully to his clients' needs and goals so he can help them prioritize their objectives. From there, he works to help them get from where they are to where they want to be with confidence. In 2021, Cade made the exciting decision to combine his practice with Prince Financial Services to offer his clients more robust service and a broader range of expertise.

Cade has earned the CERTIFIED FINANCIAL PLANNER™ professional designation, a highly recognized financial service credential.  Cade began his career as a financial representative in 2010, just after graduating from the University of Washington Foster School of Business.

Outside the office, Cade is often found on the golf course, endlessly pursuing his goal of becoming a scratch golfer. When he's not on the course, he's usually out and about with his dog, Sailor, or enjoying the beautiful Pacific Northwest on the water.

Conner James Gehring
CFP®, ChFC®, CLU®, CLTC®

Partner and Private Wealth Advisor

(206) 777-3526

Conner takes a holistic planning approach working with business owners, technology executives, and retirees, and his natural problem-solving ability aligns perfectly with his clients' needs. He appreciates that his client's goals are individually unique, so he takes time to listen, learn, and proactively plan to help build confidence so his clients can focus on what they enjoy most.

Conner also believes you can accomplish more together. In 2021, he combined his practice with Prince Financial Services to expand the resources he offers clients while providing a high level of service. 

Conner started his career as a financial representative in 2009 after graduating from the University of Puget Sound with a bachelor’s degree in economics and business Leadership. Conner holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, the most recognized credential in the financial planning industry. He also holds the Chartered Life Underwriter (CLU®) and Certificate of Long-Term Care (CLTC) designations. He actively seeks ongoing education to stay on top of the industry in estate, retirement distribution, and tax planning strategies.

When he's not working, Conner cherishes time with his wife, Natalie, and their three daughters, Georgia, Frances and Charlotte. He also enjoys traveling, golfing, reading, and tinkering around his house.

David Richard DeYoung

Partner and Private Wealth Advisor

(360) 295-1479

David DeYoung graduated from Western Washington University with his engineering degree, but after working for 10 years as an engineer, he realized he enjoyed working with people much more than anything else. He began his career with Northwestern Mutual in 2003, looking to establish his practice and have a career that would make a real impact on people's lives.

After a few years running his business himself, he began to partner with Julie Prince and later with Dave Burnett, the founders of Prince Financial Services. That relationship helped David grow his practice, but more importantly, it has helped him make a profound impact on his clients' lives and finances. After more than a decade of partnership working together, specializing in developing and implementing financial plans and helping clients build, preserve, and pass on their wealth, he has now officially joined Prince Financial Services and looks forward to continuing to help his clients flourish and grow!

David holds through LPL his FINRA Series 6, 63, and 7 licenses and his Life, Health, Disability, and Long-Term Care licenses.

David is a father of three: Jacob, Jessica, and Jada, as well as a stepdad to two other adult kids, Alaina and Camden. He and his wife Julie live in Bellingham but have a huge part of their friends, family, and church in Skagit County as well. Being a dad has and will always be a top priority for him. They are growing and thriving in different parts of the country, so wherever his kids are, he’ll most likely be there too.

For fun, David is an avid kiteboarder, wakeboarder/surfer/foiler. If there is wind out in the ocean, you might find him there, or if there is flat water, he’ll probably be on the lake. He and his wife love to travel, finding amazing hikes all over the US and Canada.

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