Wealth Management Team

 

Advisors

Luke Madsen , CFP®, CLU®

Partner and Private Wealth Advisor

Office 206-777-3429


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Kevin Kent , ChFC®, RICP®

Partner and Private Wealth Advisor

Office 206-777-3424


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Keith Foe , CFP®, CPA, CLU®, CFA®

Partner and Private Wealth Advisor

Office 206-777-3487


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Mick Anderson , CLU®

Partner and Private Wealth Advisor

Office 206-777-3432


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Tom Hubbard , CFP®, ChFC®, CLU®, CASL®

Partner and Private Wealth Advisor

Office 602-957-8280


Toll Free 800-315-0010


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Will Tippet , CLU®, ChFC®

Partner and Private Wealth Advisor

Office 847-663-7090


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Trudy Leen

Associate Private Wealth Advisor

Office 208-946-5002


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Thaddeus Hubbard

Partner and Financial Advisor

Office 480-720-5616


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Will Mason

Associate Financial Advisor

Office 206-777-3429


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Bradley Mitchell

Partner and Private Wealth Advisor

Office 206-777-3531


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Dave Griffith , CLU®, ChFC®, RICP®, CASL®

Partner and Private Wealth Advisor

Office 206-777-3488


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Wayne Su

Associate Private Wealth Advisor

Office 425-454-5955


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Financial Planning Team

Scott Duthweiler , CFP®

Associate Private Wealth Advisor

Office 206-777-3426


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Kelli Aggerbeck , CFP®

Associate Private Wealth Advisor

Office 206-777-3507


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Chelsea Kerslake , CFP®

Chief Operating Officer

Office 206-777-3423


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Tanner Danks

Associate Private Wealth Advisor

Office 206-777-3522


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Katya Hewitt

Associate Private Wealth Advisor

Office 206-777-3577


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Tyler Giannonatti , CLU®

Associate Private Wealth Advisor

Office 602-734-5239


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Sarah Weinbender

Associate Financial Representative

Office 206-777-8802


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Cindy Llamas

Associate Financial Representative

Office 206-777-3564


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Nathanael Breitenberg

Associate Private Wealth Advisor

Office 206-777-3505


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Allison Mann

Financial Planning Assistant

Office 206-777-8817


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Shawn Manaloto , CPA, MST

Associate Private Wealth Advisor

Office 847-663-7089


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Ellie Rabel

Workflow Manager

Office 206-777-3488


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Molly Mason

Associate Financial Representative

Office 206-649-9049


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Bradley Russell

Associate Private Wealth Advisor

Office 208-417-1077


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