Our Team
Shareholders
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Dominic Cellitti
CFP®, MBA, MSF, CFA®
Senior Portfolio Manager
Bellevue, WA -
Colten Christianson
CFP®
Chief Growth Officer
San Francisco, CA -
Nicole Darty
Director of Operations
Bellevue, WA -
John Davis
CFP®
Senior Wealth Advisor
Sacramento, CA -
Kenneth Evans
Chief Operating Officer
Bellevue, WA -
Justin Fisher
CFP®, MBA
Chief Executive Officer
Bellevue, WA -
Rich Friedland
CFP®, MBA
Senior Wealth Advisor
Los Angeles, CA -
Gidget Furness
Chief Compliance Officer
Bellevue, WA -
Joseph Ghidossi
CFP® , CTS™
Regional Lead – California
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Aaron McFarland
CFP®
Regional Lead – Washington
Bellevue, WA -
Jason Romano
CFP®
Senior Wealth Advisor
Los Angeles, CA -
Ben Shively
CFP®
Executives Practice Leader
San Francisco, CA -
Chris Waetzig
CFP® , CPA
Regional Lead – Oregon
Portland, OR -
Michelle Walker
CFA®
Chief Investment Officer
Bellevue, WA
Advisors
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Gabe Anderson
CFP®
Senior Wealth Advisor
San Francisco, CA -
Colten Christianson
CFP®
Chief Growth Officer
San Francisco, CA -
Scott Comfort
CFP®, CPA
Senior Wealth Advisor
Bellevue, WA -
John Davis
CFP®
Senior Wealth Advisor
Sacramento, CA -
Ryan Franklin
CFP®, CPA, PFS
Senior Wealth Advisor
Yakima, WA -
Rich Friedland
CFP®, MBA
Senior Wealth Advisor
Los Angeles, CA -
Joseph Ghidossi
CFP® , CTS™
Regional Lead – California
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Kelly Gwynn
CFP®
Wealth Advisor
San Francisco, CA -
Molly Lengkeek
CFP®
Wealth Advisor
San Francisco, CA -
Aaron McFarland
CFP®
Regional Lead – Washington
Bellevue, WA -
Jason Romano
CFP®
Senior Wealth Advisor
Los Angeles, CA -
Graham Sheffer
CFP®
Wealth Advisor
Bellevue, WA -
Ben Shively
CFP®
Executives Practice Leader
San Francisco, CA -
Chris Waetzig
CFP® , CPA
Regional Lead – Oregon
Portland, OR -
Brandon Zilles
CFP®
Senior Wealth Advisor
Bellevue, WA
JOIN THE JOURNEY
We are always interested in talking with advisors about joining us. If you are looking to work with a purposeful, technically rigorous and connected team, please reach out to us.