For current perspectives on the businesses, investors, and the financial markets click here.
THE BLOOM WILLIAMS GROUP

Welcome to the Rockefeller Global Family Office

At The Bloom Williams Group, we understand that wealth management takes each of our clients on their own unique journey – however we have cultivated a dynamic wealth management process capable of servicing various goals and objectives. Our operation’s foundation is built on the relationships we have cultivated with our clients and the value we ascribe to honesty and transparency throughout the financial management journey.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisor partners.

THE BLOOM WILLIAMS GROUP

360-634-8334

711 Capitol Way S
Suite 705
Olympia, WA 98501

“Regardless of the state of the broader financial markets, we remain dedicated to addressing our clients’ unique needs with complex and well thought out wealth management solutions.”

Dennis P Bloom, CPFA, CRPC®, CIMA®, Senior Vice President, Private Wealth Advisor

Our ability to understand our clients’ needs and objectives gives us the tools we need to craft wealth management plans focused on growing wealth today, but also preserving it in the future.

DENNIS P BLOOM, CPFA, CRPC®, CIMA®

Senior Vice President, Private Wealth Advisor
DBloom@rockco.com
(360) 634-8330

LANCE A WILLIAMS, CFP®

Senior Vice President, Private Wealth Advisor
LWilliams@rockco.com
(360) 634-8331

JANELLE CROMWELL, CPFA, CFP®

Vice President, Private Wealth Advisor
JCromwell@rockco.com
(360) 634-8332

MARGIE M CHAMBERLIN

Vice President, Private Wealth Advisor
MChamberlin@rockco.com
(360) 634-8333

PAMELA LAMICHHANE

Associate, Senior Client Associate
PLamichhane@rockco.com
(360) 634-8334
Biography +

VICTORIA V KWANGWANH

Associate, Client Associate
VKwangwanh@rockco.com
(360) 634-8335

RYAN HOLCOMB

Financial Analyst
RHolcomb@rockco.com
(360) 634-8310

Request an Introduction

Please complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data.

preferred method of contact*

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
Load More
DENNIS P BLOOM, CPFA, CRPC®, CIMA®

DENNIS P BLOOM, CPFA, CRPC®, CIMA®

Senior Vice President, Private Wealth Advisor 

 

Throughout his extensive career, Dennis has remained dedicated to understanding the priorities of affluent individuals and families, providing them with personalized attention and disciplined customized investment strategies. Dennis utilizes a detailed goals-based methodology to help clients identify their goals and work to build a tailored wealth management solution. Dennis sees the importance of developing a clear path to his client’s financial goals; giving his clients confidence and help them “live for today with tomorrow in mind.” 

Dennis believes his role goes beyond investment management and extends to providing strategies that can give clients greater freedom to pursue the things in life they enjoy.  From the first meeting to transferring wealth across generations, clients rely on Dennis to answer any financial question, concern or need.  He enjoys serving as a financial conduit, connecting clients to insight, resources and support.

Dennis holds the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School. He holds a Bachelor of Business Administration from Pacific Lutheran University. 

Dennis resides in Olympia with his wife and their three children. He enjoys coaching baseball and in his free time you can find him on the golf course or skiing.

You have Successfully Subscribed!

LANCE A WILLIAMS, CFP®

LANCE A WILLIAMS, CFP®

Senior Vice President, Private Wealth Advisor 

 

Lance has been a part of the financial services industry since 1991. Prior to joining Rockefeller in 2021, Lance spent 18 years at Merrill Lynch Wealth Management. He takes pride in working with clients to uncover their goals and concerns and utilize the goals-based wealth management process him and his team use.

Lance enjoys solving problems and working with their high-net-worth clients’ to establish long term financial plans. He is committed to being transparent and building relationships centered around trust.

Lance has a bachelor’s degree in Business with an emphasis in Finance from Washington State University. Lance is a CERTIFIED FINANCIAL PLANNER™.

Lance lives in Olympia with his wife and their two kids. He and his family enjoy mountain biking, backpacking and racing cars at various PNW race tracks.

You have Successfully Subscribed!

JANELLE CROMWELL, CPFA, CFP®

JANELLE CROMWELL, CPFA, CFP®

Vice President, Private Wealth Advisor

 

Prior to joining Rockefeller in 2021, Janelle was at Merrill Lynch Wealth Management for 6 years. She helps simplify the complexity in clients’ financial lives by providing advice and guidance based on time-tested goals based wealth management principles.  She has a passion for building enduring relationships with individuals, families and small businesses and prides herself on providing great customer service.

She is committed to delivering highly qualified investment advice, guidance and service to clients.  Janelle graduated from the University of Washington in 2007 with a Business Administration degree. She currently lives in Olympia with her husband and two kids, and is an active member of Junior League of Olympia.

You have Successfully Subscribed!

MARGIE M CHAMBERLIN

MARGIE M CHAMBERLIN

Vice President, Private Wealth Advisor 

 

Margie has more than 27 years in the financial services industry. Prior to joining Rockefeller in 2021 she spent 10 years at Merrill Lynch Wealth Management. Margie is passionate about working closely with clients to help pursue their wealth management goals.

You have Successfully Subscribed!

PAMELA LAMICHHANE

PAMELA LAMICHHANE

Associate, Senior Client Associate 

 

Pamela Lamichhane, Senior Client Associate with Bloom Williams Group. Pamela began her career in the financial services industry in 1997 as a teller at a community bank. She has held several different positions during that time, serving as Administrative Assistant to the President and Human Resources Office, as well as Retail Banking Trainer and IRA support due to her knowledge and experience with IRAs. Treating people with respect and consideration is the basis for every interaction, whether professionally or personally, as she takes personal pride and satisfaction in assisting people. When not at work, Pamela enjoys spending time with family and relaxing with the occasional hobby.

You have Successfully Subscribed!

VICTORIA V KWANGWANH

VICTORIA V KWANGWANH

Associate, Client Associate 

 

Victoria was born and raised in Olympia, WA who attended Olympia High School. She finished high school with her Associate and Arts and was accepted into the University of Washington Tacoma with direct admission into the Milgard School of Business. She graduated with a Bachelor’s of Business Administration. 

Victoria started as a bank teller 5 years ago and through her passion for delivering the highest client experience, has moved her way over into wealth management. She brings an exciting exposure to our relationships that’s grounded in nothing short of thoughtfulness and attention. 

Victoria loves spending her free time outdoors, either camping, fishing, or snowboarding with her friends and family.

You have Successfully Subscribed!

RYAN HOLCOMB

RYAN HOLCOMB

Financial Analyst

 

Prior to joining Rockefeller in 2021 Ryan was a Financial Advisor at Merrill Lynch Wealth Management and has over 10 years of experience in the financial space including working for two Fortune 500 companies in the areas of Financial Analysis and Financial Advising. Ryan is also currently an Adjunct Professor of Finance at Gonzaga University. Gonzaga’s Finance department currently ranks as the 23rd best Finance program in the country according to the US News & World Report.

Ryan is committed to providing clients with a tailored approach to wealth management planning and investment management. He works with individuals, their families, and businesses to develop investment plans individually customized to their goals. Ryan and his team advise clients on investing, retirement income planning, liability management, mortgage assistance, insurance management, and estate and wealth transfer planning services.

Ryan received his Bachelor of Arts in Economics and Bachelor of Business Administration with a concentration in Finance from Gonzaga University in 2012. He graduated magna cum laude and was admitted into the Alpha Sigma Nu National Academic Honor Society, the Betta Gamma Sigma National Academic Honor Society, and the Omicron Delta Epsilon Honor Society. He then went on to complete his Master of Science in Finance from Pacific Lutheran University.

Ryan’s philanthropic activities include serving on the Dean’s Business Board at Gonzaga University and on the Mead School District General Advisory Council. Prior to joining Merrill, Ryan served six years as a Computer Systems Network Administrator in the U.S. Air Force as a member of the Washington Air National Guard.

Ryan and his wife Jamie currently reside in the Pacific Northwest with their three sons. Ryan enjoys spending time with his family and playing the guitar, basketball, and chess.

You have Successfully Subscribed!