Our Team
A History of Building Successful Relationships
The people rooting for you behind the scenes.
Everything we do is grounded in transparency, communication, and mutual respect. Our advisors and industry experts work together in a collaborative partnership that has fueled our growth to more than $11B+* in assets and a national presence, while staying grounded in what matters most: Changing the lives of our clients for the better.
*Data as of 3/31/26
Executive
Leadership
Team Members
We help you stay two steps ahead.
Washington Millionaires' Tax: Five Moves to Make
Washington's new 9.9% millionaires tax launches January 1, 2028. With limited time to act, high earners have a critical planning window. Explore five essential strategies—from business structures to relocation decisions—that could make a significant difference.
Turning Passion into a Career: Simmy Kustanowitz, Clock Tower Innovation
We teamed up with Simmy Kustanowitz, an Emmy-nominated television producer, to discuss how to turn your dreams into a dream job, and how you can feed your passions through work and life.
When Does a Hobby Become a Career?
Turning what you love into what you do for a living sounds simple until you try it. The honest answer is rarely yes or no — it usually depends on how flexible you are about the shape your passion takes.