Broker Check

Leadership

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

[email protected]

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

[email protected]

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

[email protected]

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

[email protected]

Nick Rhodes

Vice President / Financial Adviser

425.641.8788 x2014

[email protected]

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

[email protected]

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

[email protected]

Abby Sherman

Director of First Impressions

503.352.0618

[email protected]

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

[email protected]

Gaines Day DuVall, Jr.

Vice President of Mentorship & Development

480.280.2046

[email protected]

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

[email protected]

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

[email protected]

Jay See

Field Supervision Specialist

425.641.8788 x2074

[email protected]

Mara Baker

Director of First Impressions

206.332.7020

[email protected]

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

[email protected]

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

[email protected]

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

[email protected]

Michael Avzaradel

Financial Services Representative

206.332.7022

[email protected]

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

[email protected]

Associates:

Abby Sherman

Director of First Impressions

503.352.0618

[email protected]

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

[email protected]

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

[email protected]

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

[email protected]

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

[email protected]

Gaines Day DuVall, Jr.

Vice President of Mentorship & Development

480.280.2046

[email protected]

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

[email protected]

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

[email protected]

Jay See

Field Supervision Specialist

425.641.8788 x2074

[email protected]

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

[email protected]

Mara Baker

Director of First Impressions

206.332.7020

[email protected]

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

[email protected]

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

[email protected]

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

[email protected]

Michael Avzaradel

Financial Services Representative

206.332.7022

[email protected]

Nick Rhodes

Vice President / Financial Adviser

425.641.8788 x2014

[email protected]

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

[email protected]

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

[email protected]

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

[email protected]

Account Managers:

Abby Sherman

Director of First Impressions

503.352.0618

[email protected]

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

[email protected]

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

[email protected]

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

[email protected]

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

[email protected]

Gaines Day DuVall, Jr.

Vice President of Mentorship & Development

480.280.2046

[email protected]

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

[email protected]

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

[email protected]

Jay See

Field Supervision Specialist

425.641.8788 x2074

[email protected]

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

[email protected]

Mara Baker

Director of First Impressions

206.332.7020

[email protected]

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

[email protected]

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

[email protected]

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

[email protected]

Michael Avzaradel

Financial Services Representative

206.332.7022

[email protected]

Nick Rhodes

Vice President / Financial Adviser

425.641.8788 x2014

[email protected]

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

[email protected]

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

[email protected]

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

[email protected]

Operations Staff:

Mara Baker

Director of First Impressions

206.332.7020

[email protected]

Abby Sherman

Director of First Impressions

503.352.0618

[email protected]

Jay See

Field Supervision Specialist

425.641.8788 x2074

[email protected]

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

[email protected]

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

[email protected]

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

[email protected]

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

[email protected]

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

[email protected]

Gaines Day DuVall, Jr.

Vice President of Mentorship & Development

480.280.2046

[email protected]

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

[email protected]

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

[email protected]

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

[email protected]

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

[email protected]

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

[email protected]

Michael Avzaradel

Financial Services Representative

206.332.7022

[email protected]

Nick Rhodes

Vice President / Financial Adviser

425.641.8788 x2014

[email protected]

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

[email protected]

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

[email protected]

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

[email protected]