Bellevue

Management & Staff:



Kurt Jonson*, CLU®, ChFC®, CFP®
Chief Executive Officer, CERTIFIED FINANCIAL PLANNER



Mike Kendall*
Executive Vice President



Kyle Fukuchi*, ChFC®, CLU®
Vice President / Financial Advisor



April Wilson*, CFP®
Vice President / Financial Advisor, CERTIFIED FINANCIAL PLANNER



Aaron Wagner*
Vice President



Shayla Lester*, ChFC®, CLU®, CFP®
Vice President - Operations / Financial Advisor, CERTIFIED FINANCIAL PLANNER



Stacey Jonson
Director of Marketing



Judy Luberts
Insurance New Business Specialist



Margo McCormick
Investment New Business Specialist



Rhianna Clausen
Investment New
Business Specialist



Jay See*
Field Supervision Specialist



Julia Schwientek
Executive Assistant



Samantha Kinsella
Director of First Impressions


Associates:



Zack AhYat*
Financial Advisor



Dan Anstett*, CLU®, ChFC®
Financial Advisor



Brieana Beltran
Account Manager

FrankieBusichio

Frankie Busichio*
Financial Advisor



Colin Campbell*
Financial Advisor



Justin Crane
Account Manager



Austin D. Dean*, ChFC®, CLU®, CFP®
CERTIFIED FINANCIAL PLANNER™



Sean Diven
Account Manager

Michael G. Floyd
Senior Wealth Strategist



Zachary J. Hamilton*
Financial Advisor



Peggy Haslach*
Financial Advisor



Barrett Henry*
Financial Advisor



Tyler Hillyer
Account Manager

Alyssa Jarman

Alyssa Jarman*
Financial Advisor

Sebastian Kanczugowski

Sebastian Kanczugowski*
Financial Services Representative



Zui Kim
Financial Advisor



Melissa L. Larson*, CFP®, CLU®, ChFC®
Financial Advisor, CERTIFIED FINANCIAL PLANNER



Jason McClain*
Financial Advisor



Quinton McDermott
Account Manager



Steve McMartin*
Financial Advisor

Alexa P. Meyer*
Financial Advisor



Grant D. Monson*, ChFC®, CLU®, CFP®
CERTIFIED FINANCIAL PLANNERTM



Cecille Nguyen, MBA
Account Manager

Grant Ostrom*
Financial Advisor

Nicholas Paylor*
Financial Advisor

Fernando Pohina*
Financial Advisor



Michael Rossman*
Financial Advisor



Scott N. Settle*
Financial Advisor



Brendan Smith
Account Manager



Quinn Snell
Account Manager



Mark Stanley
Account Manager



Mark A. Sterley*, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER



Sheldon D. Sweeney*
Financial Advisor



Joshua B. Whelan*, ChFC®, CLU®, CFP®
CERTIFIED FINANCIAL PLANNERTM