Seattle Office
Our Seattle Team
Blake Barr, CFP®
Vice President
Lisa Graham, CFP®
Assistant Vice President
Kelly Keydel, CFP®, MBA, CDFA®
Managing Director
Julie Penwell, CFP®
Vice President
Melissa Restivo, MBA, AAMS®, FPQP®
Advisor Associate
Andrew Furney, CFA, CAIA®
Vice President, Financial Institutions
Altan Wuliji, CFP®
Managing Director, Head of Financial Planning