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Insights

Role: Client Services

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November 15, 2023

Daniel Hill

As a Senior Wealth Management Associate, Daniel works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Daniel gets your financial picture into focus and helps create a [...]

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October 5, 2023

Janice Dsilva

(Pronouns: she/her/hers) As a Client Service Associate on Team Paracle, Janice aids clients with time sensitive tasks and processes client-directed requests. Janice is part of the client service team in Mercer Island and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure and take care of [...]

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October 2, 2023

Laurie Hardwick

As a Senior Client Service Associate, Laurie works closely with our Wealth Managers on client relationships to prepare for and onboard new clients and manage day-to-day client needs. She also oversees the administrative and operational functions for Team Seidman and the Kirkland, WA office. Laurie has over 20 years of experience in the financial services [...]

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October 2, 2023

Kevin Kepler

As a Senior Wealth Management Associate, Kevin works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. In the industry for over 9 years, he’s learned that building trust is the foundation for every relationship, and he carries that into his practice. His focus includes [...]

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October 2, 2023

Cheryl Birkeland

As a Client Service Associate, Cheryl works closely with advisors to ensure that our clients receive exceptional service. She also oversees the scheduling of quarterly and annual reviews for our retirement plan clients. Cheryl has more than 32 years of experience in the banking industry where she oversaw a portfolio of 500 high-net worth clients [...]

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August 24, 2023

Dina Liening

As a Client Team Operations Manager, Dina oversees the client experience on Team Reynolds and works with the team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Dina creates meaningful relationships with our clients to ensure customized financial plans reflect [...]

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May 1, 2023

Kim Kerr

As a Client Service Associate, Kim works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Kim is able to provide our clients with worry free solutions to some of their daily stressors. Kim attended [...]

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February 22, 2023

Heather Hamamoto

As a Senior Wealth Management Associate, Heather works side-by-side with Wealth Managers and Portfolio Managers to ensure our clients’ financial picture is in focus. Heather enjoys building personal relationships with the families we serve and understanding their short- and long-term goals. She memorializes those goals and creates a plan to ensure they are achievable. Her [...]

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January 24, 2023

Benji Spector

(Pronouns: he/him/his) As a Client Service Associate, Benji serves as a liaison between our Wealth Planners, Portfolio Manager, custodians, and clients. Benji works closely with Team Rosenbaum’s Portfolio Manager to accomplish time sensitive tasks and processes client-directed requests. Benji looks forward to building his knowledge and experience so that he can eventually trade and make [...]

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