David Fox, MBA
Managing Director – Investments
(425) 450-4313
Christina Riffle, CTFA,CFP®
Senior Vice President - Investment Officer
(425) 450-2249
Mary Kay Wright
Senior Vice President - Investment Officer
(425) 450-4356
Kari Rice, CFP®
Financial Advisor
(425) 450-2228
Joe Gonzales
Senior Registered Client Associate
(425) 450-2233
Sean Carlstrom
Registered Client Associate
(425) 450-4312
Tricia Lawrence
Senior Registered Client Associate – Officer
(425) 467-4635

777 108th Ave NE • Suite 2500
Bellevue, WA 98004 

Toll Free (800) 722-3348
Office Phone (425) 462-7017  
Office Fax (425) 455-5099

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Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.