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.

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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, Sun Valley, Portland

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

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®

Sr. Wealth Advisor

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Carrie Beede

Carrie Beede, CFP®, CDFA®, EA

Sr. Financial Planner

Luke Mazariegos

Financial Planner

David Simpson, CFP®, CFA®

Sr. Investment Strategist

Beck Santanella

Client Service Specialist

Jaclyn Aragon

Sr. Client Service Specialist

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Meredith Bernberg

Client Service Specialist

Salem Baqalaql

Client Service Specialist

Sharon Littell

Sharon Littell

Sr. Client Service Specialist

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