image of Mike Geri

Mike A. Geri, CFP®

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

Email |

Michael Brittain, AWM

Associate Vice President, Senior Financial Associate


Jacob Cusack, CFP®

Associate Vice President, Senior Financial Associate


Olivia Jones

Senior Investment Associate


Annelise Wildfang

Sales Assistant 2

Jennae Reid

Jennae Reid

Senior Client Associate


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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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