Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Bellevue

Clear All Filters

Frances Smith - Sr. Wealth Advisor, Director

Frances Smith, CFP®, CSRIC®

Sr. Wealth Advisor, Director

Karrie Spencer

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Ketchum, Portland

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Matt Siegel, CFP®, RICP®

Sr. Wealth Advisor

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Wealth Advisor

Tarek McAlee, CFP®

Wealth Advisor

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

Carrie Beede

Carrie Beede, CFP®, CDFA®, EA

Sr. Financial Planner

Frank Piccolo, CFP®, EA

Sr Financial Planner

Bellevue, Spokane

David Simpson, CFP®, CFA®

Sr. Investment Strategist

Jaclyn Aragon

Client Service Specialist

Luke Mazariegos

Client Service Specialist

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Salem Baqalaql

Client Service Specialist

Sharon Littell

Sharon Littell

Sr. Client Service Specialist

Ready to get started?

Explore More

middle-aged man sitting with retirement plan advisors

Retirement

Benefits of Refreshing Your Retirement Plan Design

April 30, 2025

Personal Finance

Money Lessons We Didn’t Learn From Our Parents

April 30, 2025

Market Commentary

Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

Continue Browsing