Seattle Office

Find a financial professional in the Seattle Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

Our Team

Alec McKeefry
Financial Advisor
Angelina Funtanilla
Financial Consultant
Christopher Boesche
Financial Advisor and FC in Charge
Dimitri Sandeman
Financial Advisor
Doug Ireland
Senior Vice President, Market Manager, West Coast
Fritz Frink
Financial Consultant
Gene Wong
Financial Advisor
Jon Gehle
Financial Advisor
Independent Franchise Owner Network
Matthew Kelleher
Managing Director, Investments
Meaghan McKenzie
Managing Director, Investments
Randy L. Greene
Vice President, Investments
Scott A. Smallman
Senior Vice President, Investments