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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Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Bellevue, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville

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

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

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