Meet our team members

Scott has more than thirty years of industry experience, providing him with the knowledge, network, and insight to support clients in pursuing the financial lives they envision for themselves and their loved ones. A keen listener, he begins each relationship by discerning each client’s distinctive circumstances, both professional and personal. He then looks to optimize his client’s situation through customized outreach in multiple areas: wealth planning, investing, retirement planning, cash-flow analysis, charitable giving, and access to lending and banking services through Wells Fargo affiliates, among others. Committed to his client’s well-being, Scott cares deeply for the people he serves—a dedication he demonstrates through regular interaction, both formal and informal. He believes his team’s continuity and collaborative spirit lend an edge to the quality of their outreach, resulting in service that clients can feel.

Scott is honored to have earned national recognition as a Financial Advisor. Forbes named him one of the Best-in-State Wealth Advisors for 2020, 2021, and 2022.* Committed to ongoing professional education, Scott holds multiple financial designations: The Charted Financial Consultant (ChFC®) awarded by The American College of Financial Services, Accredited Asset Management Specialist℠ (AAMS®), and Chartered Retirement Planning Counselor℠ (CRPC®) from The College for Financial Planning. He has been in the financial services industry since 1989, a tenure that amplifies his effectiveness in addressing client needs. 

A lifelong resident of the Issaquah/Seattle area, Scott and his wife, Cherry, are proud parents of a daughter and son, Sophia and Cameron. They are especially fond of family trips to Whistler. Active in the community that’s given him so much, Scott is a passionate mountain biker and snowboarder who supports Make-a-Wish Foundation, Boys and Girls Club of Seattle, and the Ronald McDonald House of Seattle/Alaska.

Source: The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Andy is a creative thinker and problem-solver, and is adept in bringing new ideas to clients, helping them broaden their perspective on what they want their wealth to accomplish—for themselves, their families, and their communities. A skilled listener, he is gratified to develop enduring relationships with clients, founded on trust, accessibility, and ongoing dialogue. His tenure in wealth management has provided him with experience in multiple wealth disciplines, including wealth planning, investing, retirement income strategies, and business and succession planning, among others. His focus begins with each client and his or her unique goals, priorities, intentions, and interests. From there, Andy marshals the extensive resources of his team and the wider firm, fostering an experience that is distinctive in its immediacy and reliability.

Andy has been in the financial services industry since 1993, providing him with in-depth insight into the wide-ranging needs of affluent clients. His previous roles have included personal banker, branch manager and financial advisor, amplifying his knowledge of resources and connecting him to a robust professional network. Forbes named him one of the Best-in-State Wealth Advisors for 2021 and 2022. Andy earned his B.A. in Economics from the University of Washington. Committed to ongoing professional education, he also holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.

Bellevue born and raised, Andy remains a big fan of Husky football and basketball and is a season ticket holder. A sports enthusiast, he also supports the Seahawks and Sounders. He has volunteered for many years as a coach for Crossfire Select girls’ soccer.

Andy is married to Sara, his college sweetheart. They have two teenage daughters and a beloved golden retriever, Liya. In his free time, he enjoys downhill skiing, playing soccer (when not on the sidelines), taking family vacations, and tailgating before Husky football games.

 

Source: The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 0D98438. Resident State WA

As a financial advisor, Greg brings more than 30 years of experience in investments and wealth management while partnering with his clients to manage their varying financial considerations during changing life stages.  Together, Greg and his clients seek to develop the best approach to answering a wide range of questions about their lives and goals.  These questions address topics such as asset allocation, wealth planning, retirement, inheritance, and income strategies, among others.Greg enjoys studying the ebbs and flows of markets and discovering potential historical similarities to current markets.  He has an extensive library of financial history books and is always excited to educate clients on financial history.  He values and strives to maintain consistently high standards of service for his clients while establishing a sound plan for their financial journey. Greg received a Bachelor of Arts degree in Economics from Colorado College in 1985 as part of his degree program, he successfully completed one year as a student at The London School of Economics and Political Science. 


CA Insurance License Number: 0F08372. Resident State: WA

Christine is a trusted business operations and client strategy leader with over 30 years of experience in the financial services industry. She earned her B.S. Business Administration degree from Western Governors University and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.

Christine’s highest priorities include building relationships inside and outside the company, business development, and strategic vision for the team. This encompasses creating business plans and developing strategies for growth opportunities and operational improvements, which impact the team’s overall mission of providing a personalized, exceptional client experience. Christine is passionate about positively impacting clients’ lives and understands the value of providing personalized, exceptional client support while educating and helping find solutions for complex problems.

As a Senior Client Associate, Innocent is passionate about building relationships with clients to understand their personalities and better suit their needs. With over seven years of experience, she thinks of herself as a creative problem solver that rises to facing challenges. She is passionate about providing clients with a high-touch and comprehensive wealth management experience as the team works toward each client’s individual goals.

Darla has been working in the financial services industry for over 30 years, where she has always enjoyed helping others through all phases of life. She is proud of her strong work ethic and focus while partnering with clients and addressing their financial questions and needs. On a day-to-day basis, Darla often centers her energy around customer support satisfaction, account maintenance, and research for client inquiries.