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


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Your Seattle Team
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Chris Waclawik
CFP®, AFC®
Senior Wealth Advisor
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Geoff Curran
CFP®, CPA, ABV®, CFA®, MBA
Senior Wealth Advisor
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Paige Lee
CFA®, CFP®, CSRIC™
Senior Wealth Advisor
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Paresh Kamdar
CFP®
Senior Wealth Advisor
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Scott Christensen
CFP®, EA
Wealth Advisor
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Sierra Butler
CFP®, CSRIC™
Wealth Advisor
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Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
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Annika Wiltbank
Associate Advisor
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Charlie Jones
Associate Advisor
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Emily Hengstler
CFP®
Senior Associate Advisor
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Kat Hamel
CFP®
Senior Associate Advisor
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Lily Gillman
Associate Advisor
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Jany Lee
Senior Client Service Associate
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Joe Baisch
Senior Client Service Associate
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Nick Sullivan
Senior Client Service Associate
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Reyna Marks
Client Service Associate
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Scott Rothman
Manager of Client Services
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Kelcey Daley
Lead Client Service Associate
Enjoy some of our latest resources
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June 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 article -
June 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 -
June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article