image of Mike Geri

Mike A. Geri, CFP®

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

206-621-3023
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Michael Brittain, AWM

Associate Vice President, Senior Financial Associate

206-621-3984

Jacob Cusack, CFP®

Associate Vice President, Senior Financial Associate

206-621-3022

Olivia Jones

Senior Investment Associate

206-621-4807

Annelise Wildfang

Sales Assistant 2

206-621-3028
Jennae Reid

Jennae Reid

Senior Client Associate

206-621-3019

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.

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