Broker Check

Bellevue Office - Leadership

Kurt D. Jonson, CLU®, ChFC®, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

425.641.8788

[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]

Bellevue Office - Financial Advisers

Haris Ansari

Associate Vice President / Financial Adviser

206.332.7035

[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]

Vince Lorrain, CLU®, ChFC®

Masters in Mathematics, Financial Adviser

425.641.8788 x2066

[email protected]

Bellevue Office - Account Managers

Bellevue Office - Operations Staff