By last name (A-Z)
Christopher Anissian
Investment Associate
Christopher is truly an analyst at heart and enjoys questioning and investigating everything.
Katelyn A. Cummings, CFP®
Client Relationship Manager
Katie is an avid outdoorswoman and can be found enjoying all the Pacific Northwest has to offer.
Bryan Goss
Operations and Trading Specialist, Shareholder
Bryan starts at 5:30am every day. He’s already eating lunch while we’re getting our first coffee.
Gina Jacobson, CFP®, CDFA
Client Relationship Manager
Gina enjoys a good pun. If you need a laugh, ask her for one.
Marina Johnson, CFA
Managing Director, Principal
Marina walks around the office to say hello to everyone in the morning. It makes our day.
John LaBarca, CFA
Director of Investments, Principal
John doesn’t let market swings affect his happy demeanor. Maybe that’s why he’s a scratch golfer.
Ellen Logan
Administrative Associate
Ellen loves to explore and hopes to travel to every European country one day.
Maria Malloy, CFP®
Client Relationship Associate
Maria can’t imagine living without laughter. Being around her makes you smile.
Sue McGrath
Founder, Principal
Sue looks for thoughtful ways to support the team and tells great stories.
Sarah W. Quist, CFP®
Managing Director, Principal
Sarah brings us fresh baked goods from the coffee shop every morning. We love her for it.
Jeffrey L. Schmidt, CFA
Director of Investments, Shareholder
Ask Jeff about anything and he will perform a detailed, multi-step analysis on the subject.
Matthew Sheets, CFP®
Client Relationship Manager
Matt enjoys trying new foods. He welcomes your suggestions.
Chris Sizemore, CMFC, CPWA®
Director of Client Relationships, Shareholder
Chris stays focused no matter what is going on around him. He’ll have to tell us how he does it.
Stacy Sizemore, IACCP®
Chief Compliance Officer
Stacy loves dogs and can’t help wanting to meet every one she sees.
Madison Steinbrenner
Client Service/Operations Manager, Shareholder
Maddie is a pleasure to be around because she genuinely wants to make your day better.
Liz Swagerty Olsen
Marketing and Business Development Manager
Liz loves music and discovering new artists. Ask her what’s on her playlist.
Clifford M. Yount, IACCP®
Director of Compliance/Operations, Principal
Cliff is not a fan of short sentences and cares just as much about grammar as he does compliance.
