Jim ONeil

First Vice President - Financial Advisor

206-621-3235

Stephanie Moreno, CFP®, CRPC®

Investment Associate

425-739-1103

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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 Management Consultant


advisor

Wealth Strategist


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Divisional Retirement Plan Consultant


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Credit Consultant


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Insurance Consultant