Broker Check

Leadership

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

kjonson@pcrg.com

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

zmeissner@pcrg.com

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

ccapellas@pcrg.com

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

fpohina@pcrg.com

Nick Rhodes

Vice President / Financial Adviser

602.562.7001

nrhodes@pcrg.com

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

awilson@pcrg.com

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

slester@pcrg.com

Abby Sherman

Director of First Impressions

503.352.0618

asherman@pcrg.com

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

bgillon@pcrg.com

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

hansari@pcrg.com

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

jsylvia@pcrg.com

Jay See

Field Supervision Specialist

425.641.8788 x2074

jsee@pcrg.com

Mara Baker

Director of First Impressions

206.332.7020

mbaker@pcrg.com

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

mmccormick@pcrg.com

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

mstanley@pcrg.com

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

msterley@pcrg.com

Michael Avzaradel

Financial Services Representative

206.332.7022

mavzaradel@pcrg.com

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

vlorrain@pcrg.com

Associates:

Abby Sherman

Director of First Impressions

503.352.0618

asherman@pcrg.com

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

awilson@pcrg.com

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

bgillon@pcrg.com

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

ccapellas@pcrg.com

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

fpohina@pcrg.com

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

hansari@pcrg.com

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

jsylvia@pcrg.com

Jay See

Field Supervision Specialist

425.641.8788 x2074

jsee@pcrg.com

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

kjonson@pcrg.com

Mara Baker

Director of First Impressions

206.332.7020

mbaker@pcrg.com

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

mmccormick@pcrg.com

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

mstanley@pcrg.com

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

msterley@pcrg.com

Michael Avzaradel

Financial Services Representative

206.332.7022

mavzaradel@pcrg.com

Nick Rhodes

Vice President / Financial Adviser

602.562.7001

nrhodes@pcrg.com

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

slester@pcrg.com

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

vlorrain@pcrg.com

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

zmeissner@pcrg.com

Account Managers:

Abby Sherman

Director of First Impressions

503.352.0618

asherman@pcrg.com

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

awilson@pcrg.com

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

bgillon@pcrg.com

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

ccapellas@pcrg.com

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

fpohina@pcrg.com

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

hansari@pcrg.com

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

jsylvia@pcrg.com

Jay See

Field Supervision Specialist

425.641.8788 x2074

jsee@pcrg.com

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

kjonson@pcrg.com

Mara Baker

Director of First Impressions

206.332.7020

mbaker@pcrg.com

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

mmccormick@pcrg.com

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

mstanley@pcrg.com

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

msterley@pcrg.com

Michael Avzaradel

Financial Services Representative

206.332.7022

mavzaradel@pcrg.com

Nick Rhodes

Vice President / Financial Adviser

602.562.7001

nrhodes@pcrg.com

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

slester@pcrg.com

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

vlorrain@pcrg.com

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

zmeissner@pcrg.com

Operations Staff:

Mara Baker

Director of First Impressions

206.332.7020

mbaker@pcrg.com

Abby Sherman

Director of First Impressions

503.352.0618

asherman@pcrg.com

Jay See

Field Supervision Specialist

425.641.8788 x2074

jsee@pcrg.com

Margo McCormick

Investment New Business Specialist

425.641.8788 x2032

mmccormick@pcrg.com

April Wilson, CFP®

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2025

awilson@pcrg.com

Brittany Gillon

Investment New Business Processor

425.641.8788 x2033

bgillon@pcrg.com

Costa Capellas

Vice President / Financial Adviser

503.352.0618 x3030

ccapellas@pcrg.com

Fernando Pohina

Vice President / Financial Adviser

425.641.8788 x2085

fpohina@pcrg.com

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

hansari@pcrg.com

James Sylvia

Associate Vice President / Financial Adviser

503.352.0618 x3026

jsylvia@pcrg.com

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

kjonson@pcrg.com

Mark Stanley

Associate Vice President / Financial Adviser

425.641.8788 x2045

mstanley@pcrg.com

Mark A. Sterley, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2090

msterley@pcrg.com

Michael Avzaradel

Financial Services Representative

206.332.7022

mavzaradel@pcrg.com

Nick Rhodes

Vice President / Financial Adviser

602.562.7001

nrhodes@pcrg.com

Shayla Lester, ChFC®, CLU®, CFP®

Vice President - Operations / CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788 x2097

slester@pcrg.com

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

vlorrain@pcrg.com

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

Vice President / CERTIFIED FINANCIAL PLANNER™ Professional

206.332.7021

zmeissner@pcrg.com