Mike A Geri, CFP®

Managing Director - Financial Advisor , Senior Portfolio Manager - Portfolio Focus

206-621-3023 | Email

Mike began his financial services career as a CPA with the 'Big 6' accounting firm Deloitte & Touche in 1990 where he learned the value of objectivity, independence, and a conservative approach to financial management. After earning his CERTIFIED FINANCIAL PLANNER™ certification, Mike joined RBC Wealth Management in 1994.

In 2015 Mike he received the honorary title of Managing Director, RBC Wealth Management's highest title for Financial Advisors. Mike leads an experienced team, serving a select group of successful families, who aspire to acheive and maintain a work optional lifestyle.

In college Michael studied the language of business; Accounting, earning a Bachelor of Arts degree in Business Administration- Accounting, from the University of Washington in 1989. Raised in the Northwest, Mike has two children and resides in Bellevue, WA. 

Current licenses and designations include: Series 7, 9,10, 31, 63, 65, WA State life & disability insurance and long term care, CERTIFIED FINANCIAL PLANNER™, RBC Wealth Management Senior Portfolio Manager Group, Investment Advisor Group- Advisory Council and Chairman's Council.  NMLS #1538499 through City National Bank.

Michael Brittain, AWM

Senior Financial Associate, Advanced Wealth Manager

206-621-3984 | Email

Michael began his financial services career in 1996 and has focused on serving the specialized needs of high net worth clients. In 2005, Michael brought his experience and passion for disciplined, long-term investing to RBC Wealth Management. Within the Three Points Group, he focuses on creating, implementing and monitoring comprehensive wealth management plans. 

Michael earned his B.A. at Middlebury College in 1991 where he studied Literature and Economic Theory. He currently lives in Seattle with his wife, Anna, and their daughters, Ava and Elouise.

Current licenses and designations include: FINRA Series 7, 31, 63, 65 registrations and Washington state life & disability insurance and long term care.

Holly Harvey

Investment Associate

206-621-3019 | Email

In addition to helping clients grow, protect and transfer wealth, providing exceptional service is one of the hallmarks of the Three Points Group. Holly plays a key role in the group's ability to deliver these services.

As the first point-of-contact for client requests, Holly has many essential responsibilities, such as opening accounts, answering questions and dispersing funds. We believe, clients appreciate her attentive, friendly, proactive approach to service. Holly has worked for several top Seattle financial services teams since she began her career in 1989, and offers a depth of experience to solve clients' issues and serve their needs.

Holly earned a Bachelor of Arts degree from the University of Washington in 1989. Her current FINRA registrations include: Series 7, 63 and 65.

Patrick Roche

Senior Registered Client Associate

206-621-4807 | Email

Jacob Cusack

Registered Client Associate

206-621-3022 | Email

Jake has a passion to assist clients to make wise choices with their money.  He works directly with clients to implement and monitor client planning strategies and investment portfolios.    He brings a wealth of experience from working at several financial services firms and a degree in finance from The University of Montana.

Current licenses and designations: WA State Life & Disability insurance. 

Jake has deep roots in the Pacific Northwest, and now resides in Redmond. Jake spends his free time traveling, snowmobiling, and boating with his family and friends.

We believe an effective wealth management plan involves the coordinated efforts of multiple professionals, including specialists within RBC Wealth Management as well as your other professional advisors. To help ensure all of your financial affairs are working towards the same goals, with your permission we consult with your accountant, attorney, trust officer, and any other professional advisors. In addition, we also draw on the expertise of our Seattle office specialists, including consultants specializing in Wealth Strategies - High Net Worth and Estate; Wealth Management; and Wealth Planning Consultant – Insurance.