Patrick Swesey, AWM

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

425-712-7317
Email |
Paul Swesey

Paul Swesey

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

425-712-7318
Cynthia Christensen

Cynthia Christensen

Branch Service Mgr/Sr Registered Client Assoc

425-712-7324

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

Trust Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Senior Vice President, Director of Portfolio Advisory Group


Contact us

Please fill in all the mandatory fields.

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.

*Required fields