Seattle

Sierra Middleton

Sierra is a Marketing Manager for the West Coast, serving as the main point of contact for its local offices, ...

Callie Smothers

Callie Smothers

Callie is an Office Coordinator based in our Seattle office, where she helps manage the day-to-day operations and supports the ...

Nick Bussard

Nick Bussard, CFP®

Nick Bussard is a Senior Advisor Associate based in the Seattle office. Nick brings a deep well of positive energy ...

Courtney Roberts

Courtney Roberts

Courtney Roberts is an Office Coordinator based in our Seattle office. Courtney channels her passion for customer service toward all ...

Julie Penwell

Julie Penwell, CFP®

Julie Penwell is a Senior Advisor Associate based in the Seattle office. Julie found her way to wealth management through ...

Julie Back

Julie A. Back, CFP®

Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office. Julie has been in financial ...

Heather Martin

Heather Martin

Heather Martin is a Senior Associate on the Advisory Technology team and is based in our Seattle office. Heather comes ...

Melissa Restivo

Melissa Restivo, FPQP™, AAMS®

Melissa Restivo is a Client Service Specialist based in our Seattle office. Melissa is a consummate people person and thrives ...

Kelly Keydel

B. Kelly Keydel, CFP®, MBA, CDFA®

Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Kelly is incredibly proficient at analyzing ...

Deborah Gibbs

Deborah Gibbs

Deborah Gibbs serves as a Senior Associate on the Compliance team and is based in our Seattle office. Deborah is ...