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, Shareholder
Originally from the Puget Sound, 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 5:30 a.m. every day. He’s already eating lunch while we’re finishing our first cup of coffee.
Gina Jacobson, CFP®, CDFA
Client Relationship Manager
Gina enjoys a good pun. If you need a chuckle, ask her for one.
Marina Johnson, CFA
Managing Director, Principal
Marina walks around the office to personally say hello to everyone in the morning. Her upbeat attitude and ready smile 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
Client Service Associate
Ellen loves to explore and hopes to travel to every European country one day. Currently, Galway is her favorite foreign city.
Maria Malloy, CFP®
Client Relationship Manager
Maria always finds the bright side of life and is quick to laugh or smile. You can’t help but join her.
Sue McGrath
Founder, Principal
Sue has led a fascinating casreer and life and tells great stories – ask her about her adolescent years living in the Alaskan wilderness.
Sarah W. Quist, CFP®
Managing Director, Principal
Sarah is vibrant and effervescent, and her laugh is infectious. We’re grateful for the positivity – and baked goods – she brings to the office.
Jeffrey L. Schmidt, CFA
Director of Investments, Shareholder
Jeff has varied interests and a broad range of knowledge. Ask him about virtually any topic, and he can provide you with a detailed analysis or opinion on the subject.
Matthew Sheets, CFP®
Client Relationship Manager
Matt enjoys trying new and unique foods. He welcomes your suggestions.
Chris Sizemore, CMFC, CPWA®
Director of Client Relationships, Shareholder
Regardless of the chaos around him, Chris manages to stay cool, calm, and collected. It’s these traits and more that clients appreciate about him and help them stay focused on the long–term plan.
Stacy Sizemore, IACCP®
Chief Compliance Officer
Stacy loves dogs and can’t help wanting to meet every one she sees.
Madison Steinbrenner, IACCP®
Client Service/Operations Manager, Shareholder
Madison is a delight to be around, and we are glad she brings her cheerful disposition and bright smile to the office every day.
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 a multifaceted jack–of–all–trades who is just as adept at running our firm smoothly and securely as he is redlining documents for grammar and punctuation mistakes.