Seattle - 5th Ave
Proudly Serving Seattle
Seattle - 5th Ave
920 5th Ave
Suite 2720
Seattle, WA 98104


Your Seattle Team
Chris Waclawik
CFP®, AFC®
Senior Wealth Advisor
Geoff Curran
CFP®, CPA, ABV®, CFA®, MBA
Senior Wealth Advisor
Paige Lee
CFA®, CFP®, CSRIC™
Senior Wealth Advisor
Paresh Kamdar
CFP®
Senior Wealth Advisor
Scott Christensen
CFP®, EA
Wealth Advisor
Sierra Butler
CFP®, CSRIC™
Wealth Advisor
Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
Annika Wiltbank
Associate Advisor
Charlie Jones
Associate Advisor
Emily Hengstler
CFP®
Senior Associate Advisor
Kat Hamel
CFP®
Senior Associate Advisor
Lily Gillman
Associate Advisor
Jany Lee
Senior Client Service Associate
Joe Baisch
Senior Client Service Associate
Nick Sullivan
Senior Client Service Associate
Reyna Marks
Client Service Associate
Scott Rothman
Manager of Client Services
Kelcey Daley
Lead Client Service Associate
Enjoy some of our latest resources
June 17, 2025
Is It Time to Worry About the National Debt?
The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.
Watch the videoJune 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the articleJune 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
Listen to the podcast