Michael Foody

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

206-621-3200
Sean Smith

Sean Smith

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

206-621-3241
Email |
Jesse Bunich

Jesse Bunich, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3248

Neale Foody, CFP®

Financial Advisor

206-621-3200

Laurie Reynolds

Investment Associate

206-621-3011
Donna Cuaresma

Donna Cuaresma

Senior Registered Client Associate

206-621-3249

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.

Matt Loftin

Wealth Strategist


Cyndy Ranzau

Wealth Strategist


Shawn Finn, CFP®

Internal Wealth Strategist


Jordan Perschel

Wealth Management Banker


Aaron Gallardo

Trust Consultant


Cathy Walker

Trust Consultant


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Let's start the conversation

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