Retirement Plan Advisors


 

Scott

Scott Merriman

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3141
Email |
Chris

Chris Rogers, AWM, MBA

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3215
Email |

E. Brooke Hawley

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3222
Email |
Sean Collins

Sean Collins

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

206-621-3137
Email |
Jerome Bosch

Jerome D. Bosch

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3111
Email |

Rebecca Stephens, CPWA®, MBA

Vice President - Financial Advisor

206-455-4466
Email |

Joseph Eschbach, CFA

Associate Vice President, Senior Business Associate

206-621-3142
Email |

Jessica Poznick

Senior Financial Associate

206-621-3127
Email |

Liz Hawley

Senior Investment Associate

206-621-3014

Ryan Roque, APP

Investment Associate

206-621-3169

Kate Gross

Registered Client Associate

206-621-3021

Chris Roe

Registered Client Associate

206-621-3035
Jacob Chavez

Jacob Chavez, CPFA®

Registered Client Associate

Elly

Elly Egli

Client Associate

206-621-3012

Who we are

The Retirement Plan Advisors (RPA) is a team of financial advisors at RBC Wealth Management based in Seattle, WA. For over 30 years, we have been serving retirement plan sponsors exclusively. We provide:

  • Specialized investment consulting, monitoring and reporting services
  • Custom education and communication concepts - all delivered in the best interest of plan participants.
  • Comprehensive investment advice, exceptional service and an independent perspective to help clients structure retirement plans to fit specific company needs, eliminate conflicts of interest and provide full disclosure in all aspects of our programs.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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