Sound Investment Group - About our team

Charlie Odell, AWM

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

206-855-9709

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Ronda Callaham

Branch Service Manager - Registered Client Associate

206-855-8016

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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.

Cyndy Ranzau

Echelon Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Matt Loftin

Wealth Strategist

Matt serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.