We Look Forward to Connecting With You

We invite you to contact us to discuss your goals, ask questions, or arrange a meeting at your convenience.

Let’s Start the Conversation

Our team is here to assist you. Please reach out to schedule a conversation or visit our office in Bellevue.

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Tama Borriello, CFP, ADPA

Managing Director - Investments
Financial Advisor

Naima Rasheed

Registered Client Associate

Ryan Carpenter

Registered Client Associate

The Highest Compliment We Can Receive is Your Referral

Our practice has grown through the trust our clients place in us. If you know someone who could benefit from the same level of service and perspective, we welcome the opportunity to meet them.