Insights
Team: Wealth Management
August 15, 2022
Kristi Panza
As an Associate Wealth Manager, Kristi is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
August 8, 2022
Cynthia Brunzell
As the Office Administrator, Cynthia is responsible for keeping the Mercer Island office running smoothly. She provides operational support to our team and is the smiling face greeting our clients and providing a warm welcoming when they visit our office. Cynthia enjoys getting to know our clients and finding out the things that bring joy [...]
August 1, 2022
Ian Lung
As a Client Services Associate, Ian works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Ian works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Ian is intentional, process [...]
August 1, 2022
Ethan Luxton
As a Wealth Management Associate, Ethan aids clients with time sensitive tasks and processes client-directed requests. Ethan makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
July 28, 2022
Brady Hasenberg
As a Client Services Associate, Brady aids clients with time sensitive tasks and processes client-directed requests. Brady makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken [...]
July 8, 2022
Alex Pear Rosenberg
(Pronouns: she/her/hers) As a Wealth Management Associate, Alex aids clients with time sensitive tasks and processes client-directed requests. Alex makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
June 27, 2022
Jake Karavias
As a Client Service Associate, Jake aids clients with time sensitive tasks and processes client-directed requests. In working closely with Wealth Management Associates and Wealth Managers, he ensures the administrative aspects of a client’s comprehensive wealth plan are taken care of. Jake is committed to enhancing our clients’ lives by providing worry free solutions to [...]
June 7, 2022
Bryan Carr
As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Bryan enjoys getting to know the unique [...]
June 3, 2022
Michelle McGlasson
As a Client Service Associate, Michelle aids clients with time sensitive tasks and client directed requests. In working closely with Client Services Associates and Wealth Managers, she ensures the administrative aspects of a client’s comprehensive wealth plan are implemented. Michelle’s close attention to detail and execution of daily tasks provides our clients with worry free [...]
Loading...