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 03, 2025
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.
Watch the video
May 28, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
Listen to the podcast
May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
Read the article