Mark W. Bailey, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-3038

Steven A. Burns

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-3066

Sheri Redford, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-4828

Garrett Schussler

Financial Advisor

206-621-3214
Email |

Kim R. Nielsen

Associate Vice President, Senior Financial Associate

206-621-3156

Paula Guinasso

Associate Vice President, Senior Financial Associate

206-621-3212
Harrison Ambrose bio photo

Harrison Ambrose

Investment Associate

206-621-3202

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Wealth Management Banker


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