Insights
Team: Wealth Management
March 20, 2024
Alicia Follmer
As a Senior Wealth Management Associate, Alicia 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, Alicia gets your financial picture into focus and helps create a [...]
January 30, 2024
Chloe Cannon
(Pronouns: she/her/hers) As a Portfolio Administrator, Chloe works closely with Team Paracle’s Portfolio Manager and Wealth Management team to develop and process portfolio trades, auditing client portfolios to ensure investment strategies are properly implemented and maintained. She also takes on ad hoc research projects and participates in our Investment Strategy Group, with a special interest [...]
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 [...]
November 1, 2023
Kevin Peterson
As a Wealth Manager, Kevin is responsible for helping clients identify and achieve their financial goals. A seasoned professional in the financial industry with a career spanning over three decades, he has dedicated himself to the art and science of investment management and financial planning. Kevin’s core competency lies in helping successful individuals and families navigate [...]
October 5, 2023
Janice Dsilva
(Pronouns: she/her/hers) As a Wealth Management Associate, 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 other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure and take care of the administrative [...]
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 [...]
October 2, 2023
Shane Payette
As a Wealth Manager, Shane works directly with families to identify and achieve their financial goals. He firmly believes a personalized approach is key to financial and investment planning in this technology-driven world. Shane brings over 35 years of expertise in private client wealth management and 401K plans. In 2001, he relocated from Canada to [...]
October 2, 2023
Victoria Serles
As Team Lead and Wealth Manager, Victoria specializes in providing comprehensive wealth management services for affluent individuals and families. She has been providing estate planning, wealth management, and valuation services to executives, professionals, and businesses since 1975. Her vast experience includes financial planning, investment planning, asset management, estate planning and design, valuation services and taxation. Her [...]
October 2, 2023
Brittany Gabelein
As a Wealth Manager, Brittany focuses on helping clients maintain and improve their lifestyles by using a comprehensive planning approach. Her prior experience as a Certified Public Accountant (CPA) enables her to provide clients with a unique advantage when it comes to financial planning, tax planning, and accounting regulations. She has a deep understanding of [...]
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