Insights
Team: Wealth Management
October 7, 2022
Larissa Vidal
(Pronouns: she/her/hers) As a Wealth Manager, Larissa is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Larissa also coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are [...]
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 13, 2022
Alisoune Lee
(Pronouns: she/her/hers) As a Wealth Management Associate, Alisoune ensures your comprehensive financial picture is in focus. Alisoune works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Alisoune enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts [...]
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