Since 1997, the members of The Seattle Investment Group have provided our clients with exceptional personalized service. Our approach is to listen carefully to each client, determine their objectives, time horizon and risk tolerance, and integrate these into a personalized investment strategy and plan. Our vast experience and myriad of investment options means that we can select the most suitable investment solutions for every client. We never employ a “cookie cutter” approach and often utilize RBC’s Private Wealth Group which is a team of professionals available to meet and consult on our clients’ individual needs. Special focus is on retirement funding plans, investment guidance, portfolio reviews, insurance analysis and estate planning. A truly holistic wealth management service is provided. We now service over $320 million in assets under management and have been with the firm for 10 years.

Michael O'Brien

Managing Director - Financial Advisor, Consulting Group

206-621-4825 | Email |
206-621-3073

EXPERIENCE

Michael began his career as an intern for Payne Weber in 1993. After university, he was asked to join the Payne Weber team as a full time member and financial advisor. Michael moved to Seattle in 1995 to be closer to family, where he joined Piper Jaffray as an investment executive assisting clients in retirement planning and investing. Being born into the industry under the team structure, Michael searched for the right partner for several years until meeting David in 1997. The two have been partners ever since. Michael has been named to RBC Wealth Management’s President’s Council, which is awarded annually and recognizes employees for outstanding production, as evidenced by performance and professional growth. He also holds the Series 7, 63, and 65 FINRA licenses as well as insurance licenses in multiple states. Michael has never received a client complaint or regulatory violation.

EDUCATION

Michael studied economics at the University of California Santa Barbara.

PERSONAL

Michael married his wife, Kate, in 1998. They have three children and live on charming Bainbridge Island. Michael and Kate donate a tremendous amount of time and resources to their children’s education at The Island School. Michael has long volunteered at the Boys & Girls club where he has coached football, run summer sports camps, and now even serves as a member of the board of the Boys & Girls Club of Bainbridge Island. Helping kids become strong, independent adults is his passion. Michael coaches most of his children’s sporting activities including basketball, baseball, and soccer. He enjoys a healthy lifestyle by playing basketball regularly and lifting weights. Michael enjoys golf and is a member of the Wing Point Golf & Country Club.

Cherie Wright

Senior Financial Associate

206-621-4826 | Email

Cherie transported her vast knowledge of 25 years of industry experience to RBC Wealth Management in 2018. As a Senior Financial Associate, Cherie utilizes an array of platform measures providing strategic financial and lifestyle solutions for a comprehensive wealth management approach in a progressive financial world.

Education

Associate of Arts Business Administration, Bellevue Community College WA

 

Exams passed

Series 7 - General Securities License

Series 63 - State Registration

Series 65 - Investment Advisory Agent

Holds a Life & Disability Insurance

Personal

Cherie is a continuous seasoned traveler always looking forward to far-reaching destinations and adventures. A patron of the arts and an interest in the design world, Cherie tutors academically challenged 2nd – 5th grade students in a structured volunteer program.

Leanne Gow

Registered Client Associate

206-621-3157 | Email

Leanne joined The Seattle Investment Group as a Registered Client Associate in early 2016, but has been a valued employee at RBC Wealth Management for the last six years. She graduated cum laude from the University of Washington with a Bachelor’s Degree in political science. In addition, she holds her Series 7 and Series 63 licenses. Leanne and her significant other welcomed their first child in March 2017. Other than enjoying life as a new mom, Leanne finds great joy in traveling the world, hiking, yoga and spending time with their 10 year old Shih Tzu.