As an experienced Financial Advisor since 1996, Aaron is dedicated to helping his clients meet their financial needs. Backed by the vast resources of Cedar Creek Wealth Management and Wells Fargo Advisors Financial Network, he is fully committed to his clients and their financial success.

Before entering the financial services industry, he graduated from Brigham Young University with a degree in Finance and worked for the Federal Bureau of Investigation in Seattle. Now a Managing Partner and the Branch Manager of Cedar Creek Wealth Management, he takes pride in the culture of the office and firm, to put clients first, always.

As a Financial Advisor he strives to help each of his clients to plan for a financial future in a way that best meets his or her unique goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, he can help.

Making sure that your wealth continues to work in support of the goals that you have established takes careful planning and ongoing evaluation. Such planning is not a single event, it is a process. As your life circumstances change, so should the investment strategies and solutions that we use to meet your objectives. That is why he works with both individuals and businesses, one on one, to design investment strategies targeted to their specific needs and goals.

He looks forward to extending his services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

My Associate(s): Marshall Smith, Senior Registered Client Associate

Patrick is one of the partners at Cedar Creek Wealth Management, a team of dedicated and experienced financial professionals who are committed to providing every client with targeted, comprehensive financial advice and portfolio management. This advice is delivered with the highest level of personal service and professional integrity.

As a Financial Advisor Patrick strives to help each of his clients plan for a financial future in a way that best meets their unique goals. Whether you are planning your retirement, saving for your children or grandchildren's education, or looking to preserve your wealth, his team can help design the investment strategies to fit your unique situation. 

Patrick has been a financial advisor to both individual and institutional investors since 1996. 

Before joining Wells Fargo Advisors (formerly Prudential Securities), he held several management positions in the transportation industry. He earned his bachelor’s degree in Business Administration from Oregon State University. In 2013. Patrick & his wife are active in the community & serve as volunteers for Puget Sound Honor Flights. 

Family is very important to Patrick and his wife Patricia. They have two children, a daughter, and a son. They enjoy their time being actively involved in their children’s varied interests & activities. They all love traveling & Hawaii is a favorite destination for the family.  

They also like to spend time at their home on Lake Sammamish, on the boat, or at the grill with friends. 

My Associates: 

Monika Gupta, Senior Registered Client Associate

Rodney Tameno, Senior Registered Client Associate

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. 

Simplicity

The last thing you need in your busy life is a complex web of financial relationships. As one of my clients, you’ll enjoy the ability to coordinate much, if not most, of your financial life through a single point of contact — me.

Working as a Financial Advisor

I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. Having over two decades of financial services experience enables me to help my clients construct a plan to address their specific financial goals. In 2006, I also earned the Certified Financial PlannerTM, or CFP®, practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

Ongoing Engagement

It takes more than a single planning session to put your wealth to work in support of your goals. It takes a process. As your circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. We will continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Away from the office 

I enjoy playing golf, exploring the outdoors, and working on various projects in the garage. My wife Hiromi and I live at few minutes north of Seattle with our two children, Benjamin, and Oliver.

Marta Cappa has been a financial advisor since 1993 and with certifications of CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST®.  Both credentials are based on listening, planning, strategy and implementation.  

Marta’s clients are high-achieving people whose lives are filled with their careers, families, hobbies, community and faith and often want help finding ways to balance competing financial demands. With these complexities in mind, she maintains organization and discipline so clients can feel more relaxed and confident about their financial lives. 

Clients often reach out to Marta to discuss major life transitions . . . such as marriage, the birth of a child/grandchild, college planning, retirement, and windfall or inherited assets.  Sometimes transitions can be the result of loss:  death or divorce.  Using a structured process, called Envision®, Marta helps clients navigate the financial aspects of their lives.

In order to deliver more thoughtful advice and a higher level of expertise, she works in collaboration with her colleagues here at Cedar Creek Wealth Management, as well as with internal partners within Wells Fargo Advisors Financial Network.

Marta and her husband Jim make their home on Lake Tapps.  They have two adult sons who work in the tech industry.  The family enjoys cruising the lake, hiking, traveling and time with family and friends.

Marta's credentials and education include:

• Senior Vice President – Investments
• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Divorce Financial Analyst® (CDFA)
• Insurance licenses (life, long-term care, fixed and variable annuity)
• CA Insurance License #0D90878
• Securities registrations (Series 7, 65)
• Bachelor of Science in Business Management
• Financial Advisors since 1993

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Dale Ranstrom is a Senior Financial Advisor with over forty years of investment experience; the last twenty-five with Wells Fargo Advisors.  Dale is dedicated to earning trust in client relationships and doing the “right thing” for the client’s best interest.  Being passionate about his work, translates into continuing improvement and results tailored to each client’s unique goals and aspirations.  Dale offers industry expertise in areas of asset allocation, risk assessment, and the importance of after-tax performance. By combining stewardship and administration, along with a high level of research analysts and market experts, Dale manages equity, fixed income, and alternative assets for high net-worth individuals. 

Dale began his investment planning career at Merrill Lynch and Murphey Favre, then in 1998 he transitioned to Wells Fargo Advisors and in 2024 joined Cedar Creek Wealth Management. Dale holds a Bachelor’s Degree from Seattle Pacific University.

Dale enjoys outdoor activities with his wife, Lori, their three children, six grandchildren and their new puppy Elly.

Over the years, Dale has served on the Foundation Board of Directors of Wesley Homes as the Treasurer of the Finance Committee.  

My Associate(s): Marshall Smith, Senior Registered Client Associate

As a member of the Cedar Creek Wealth Management Group of Wells Fargo Advisors Financial Network, David brings more than three decades of deep expertise in investment planning, investing, and transitioning wealth.

His investment plans are designed to support client’s individual needs and financial goals. He believes in building long-term relationships based on mutual respect, trust, and integrity.

David received his BS in Accounting from the University of Idaho and, subsequently, received his CPA® after passing the rigorous exam in 1988. He earned the prestigious CIMA® (Certified Investment Management Analyst) designation after attending the University of Pennsylvania, Wharton School of Business. In 1995, David began his career as a financial advisor with Morgan Stanley and in 2013 move his practice to Wells Fargo Advisors. In 2024, he joined the Cedar Creek Wealth Management team with Wells Fargo Advisors Financial Network.

He is among a select group of advisors at Wells Fargo Advisors Financial Network who have successfully completed the Private Investment Management (PIM) curriculum and are entrusted with managing client portfolios on a discretionary basis.

David and his wife Sylvia and enjoy home remodeling projects. They also love to travel, their favorite destination being Sydney, Australia where Sylvia was raised. The trip is long but worth it to spend time with family, friends, and enjoy the fabulous Australian sights.nation being Sydney, Australia where Sylvia was raised. The trip is long but worth it to spend time with family, friends, and enjoy the fabulous Australian sights.

Marshall's journey in the financial services industry began in 2000. He joined Wells Fargo Advisors in 2012 and now works alongside Aaron Moulton, Managing Partner, Branch Manager and Dale Ranstrom, Senior Vice President, at Cedar Creek Wealth Management.

He cherishes the family atmosphere of the office and recognizes the importance of trust and camaraderie in financial advisory relationships. Marshall enjoys collaborating with Aaron and Dale to craft and execute tailored investment plans for clients. This collaborative effort not only showcases his proficiency in financial strategy but also underscores his commitment to providing comprehensive and personalized service.

Outside of the office, he loves boating, riding motorcycles, gardening and home renovations. In 2024, he will start his own apiary. Sundays are dedicated to the Seattle Seahawks - he has been a season ticket holder since 2008. He has a beagle and chocolate lab that keeps him busy.

My Associate: Teri Deshler, Senior Client Associate

Rodney Tameno is a Registered Client Associate with 23 years of experience in the financial industry. He is skilled at problem-solving, and enjoys that his career allows him to always be learning new things.

Rodney's career path began in 2001 at National Securities Corporation, where he started as an assistant file clerk and advanced to Operations Administrator. This journey instilled in him a deep understanding of the industry's operational core. In 2019, he transitioned to Wells Fargo Advisors, seeking a more client-centric role. This shift fueled his passion for relationship building, and he actively pursued his Series 7, 66, and insurance licenses to better serve his clients.

Beyond his professional achievements, Rodney is a people person who enjoys connecting with others. He values the camaraderie he finds with colleagues and the satisfaction of collaborating to achieve shared goals. He also loves any opportunity to connect with clients on a deeper level, understanding their unique needs and providing them with personalized service.

When he's not at the office, Rodney enjoys unwinding with a game of billiards or poker, enjoying his friends and family, and spending quality time with his beloved dog, Becca.

Teri's passion for her work is fueled by her collaborative spirit. With a keen eye for detail and a proactive approach to task completion, Teri thrives in environments where teamwork and efficiency are valued.

Teri has honed her skills in marketing and office management, garnering over 14 years of experience with Palmer G. Lewis Building Products before transitioning into the financial services industry. She has now also spent 14 years with Wells Fargo Advisors and is eager to continue to her contributions with Cedar Creek Wealth Management.

Her favorite aspect of her job is the opportunity to work on marketing projects, where she excels in offering practical ideas and valuable feedback. Teri's ability to balance creativity with practicality ensures that every project she undertakes is executed with precision and effectiveness.

Teri loves spending time with family. She also enjoys traveling and watching sports events and concerts with her friends.