Charlie Odell, AWM

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

206-855-9709
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Image of Ronda Callaham

Ronda Callaham

Branch Service Manager - Registered Client Associate

206-855-8016

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


Matt Loftin

Wealth Strategist