We work in dedicated teams to best serve our clients, so we hire team players:
people who are among the best and brightest at what they do but always put your success first.
Our five client service teams are organized by the last name of the team lead, as follows:
Team Cervantes – Joe Cervantes, Rich Merrifield, Nina Rose Team Reynolds – Roger Reynolds, Vonie Bright Team Pierce – George Pierce, Elaina Shemeta, Brian Vowinkel Team Fitzwilson – Kevin Fitzwilson, Kurt Biederman, Vince Lee Team Pellegrino – Mark Pellegrino, Norman (Skip) Bell, Rachel McCracken, Becky Wilcox
OUR TEAM
We work in dedicated teams to best serve our clients, so we hire team players:
people who are among the best and brightest at what they do but always put your success first.
Our five client service teams are organized by the first and last name of the team lead, as follows:
Team JC – Joe Cervantes, Rich Merrifield, Nina Rose
Team RR – Roger Reynolds
Team GP – George Pierce, Elaina Shemeta
Team KF – Kevin Fitzwilson, Kurt Biederman, Vince Lee
Team MP – Mark Pellegrino, Norman (Skip) Bell, Rachel McCracken, Becky Wilcox
FILTER BY TEAM
- All
- Ascent Capital
- Team Pierce
- Team Cervantes
- Team Fitzwilson
- Team Pellegrino
- Team Reynolds
- FIT INSURANCE
- Investment Strategy Group
- Management
- Bellevue 100
- Bellevue 500
- Board of Directors
- Lake Oswego
- Rainier Group
- Seattle
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®.