Patrick Swesey, AWM

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

425-712-7317
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Paul Swesey

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

425-712-7318

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

Senior Vice President, Director of Portfolio Advisory Group


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