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Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that working together as a team can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Setting you and yours on the path toward a sound financial future is our ultimate goal. By using a team-based approach, we’re able to put our combined decades of experience into planning and protecting for your unique financial circumstances.

We invite you to discover and experience the power of our team

Team Member

Nathan O'Connor

Nathan O'Connor

Financial Representative

(206) 973-4485

(866) 773-8304

Norma Drysdale

Norma Drysdale

Business Development & Client Services

(206) 973-4482

(866) 773-8304

Tony Delorenzo

Tony Delorenzo

Client Service Associate

(206) 973-4483

(866) 773-8304

Marleen Lagadon

Marleen Lagadon

Administrative Assistant

(206) 973-4495

(866) 773-8304

Julia Shulikov

Julia Shulikov

Client Relationship Associate

(206) 826-1714

(866) 773-8304

Scott Waldron

Scott Waldron

Client Services Representative

(503) 213-3628

(866) 773-8304

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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