A multigenerational wealth management practice

David Moskovitz Bio Photo

David Moskovitz, CFP®

Senior Managing Director - Branch Director, Senior Consulting Group

425-803-2517
Email |
Heather Reed Bio Photo

Heather Reed, CFP®

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

541-685-2031
Email |
Bjarne Rasmussen Bio Photo

Bjarne Rasmussen

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

425-739-1123
Nicole Dern Bio Photo

Nicole Dern

Senior Branch Service Manager

425-739-1125
Cherie Wright Bio Photo

Cherie Wright

Associate Vice President, Senior Financial Associate

206-621-4826
Leanne Gow Bio Photo

Leanne Gow

Investment Associate

206-621-3157
Farin Cohen

Farin Cohen, CFP®

Senior Financial Associate

206-621-3017
Caryn Johnson Bio Photo

Caryn Johnson

Senior Investment Associate

206-621-3008

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

Senior Vice President, Director of Portfolio Advisory Group


advisor

Echelon Wealth Strategist


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Wealth Management Banker


advisor

High-Net-Worth Lending Consultant


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