Broker Check

Leadership

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

[email protected]

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

[email protected]

Zachary A. Meissner, ChFC®, CLU®, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

[email protected]

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x231

[email protected]

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x271

[email protected]

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x243

[email protected]

Associates:

Alexander L. Reed, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

503.352.0618 x3015

[email protected]

Barrett Henry, ChFC®, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x218

[email protected]

Lance Sevier, CFEd®, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7025

[email protected]

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x236

[email protected]

Sebastian Kanczugowski

Financial Services Representative

425.641.8788 x272

Ted Gray

Financial Services Representative

206.332.7024

[email protected]

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x212

[email protected]

Operations Staff: