©FIVE STAR PROFESSIONAL 2016 Seattle ©FIVE STAR …€¦ · Senior Vice President, Financial Advisor, Senior Portfolio Manager, CIMA® Working Together to Help Preserve and Grow

SPECIAL ADVERT IS ING SECT ION

wwwfivestarprofessionalcom mdash FS bull 1

Finding a wealth manager who suits your needs can be a daunting task In fact many consumers have a hard time figuring out where to even begin

Sometimes a few simple questions can set one off on the right path Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own Further asking a financial advisor to talk about any

specialties they might have can help uncover skills you might find useful

Ultimately how do you find an experienced wealth manager who you feel comfortable working with One who has high retention rates One who has undergone a thorough complaint and regulatory review One who has tenure in the industry

Seattle magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list

In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Seattle award candidates were identified using internal and external research data

bull Wealth managers do not pay a fee to be considered or placed onthe final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos futureperformance

bull Wealth managers may or may not use discretion in their practice and therefore may not manage theirclientsrsquo assets

bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as anendorsement of the wealth manager by Five Star Professional or Seattle magazine

bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to futureinvestment success nor is there any guarantee that the selected wealth managers will be awarded thisaccomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be consideredfinancial advice For more information on the Five Star award and the researchselection methodologygo to wwwfivestarprofessionalcom

bull 1678 award candidates in the Seattle area were considered for the Five Star Wealth Manager award412 (approximately 25 percent of the award candidates) were named 2016 Five Star Wealth Managers

Regulatory ReviewAs defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended orrevoked or payment of a fine

bull Had more than a total of three customer complaints filed against them (settled orpending) with any regulatory authority or Five Star Professionalrsquos consumer complaint process

bull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority

bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review mustattest that they meet the definition of favorable regulatory history based upon thecriteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers toconfidentially submit complaints regarding a wealth manager

bull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumersthe opportunity to submit complaints regarding a wealth manager

Five Star Wealth Managers

Evaluation Criteria ndash Considered

6 One-year client retention rate

7 Five-year client retention rate

8 Non-institutional discretionary andor non-discretionary client assetsadministered

9 Number of client households served

10 Education and professional designations

Eligibility Criteria ndash Required

1 Credentialed as an investment advisory representative or a registeredinvestment advisor

2 Actively employed as a credentialed professional in the financial servicesindustry for a minimum of five years

3 Favorable regulatory and complaint history review

4 Fulfilled their firm review based on internal firm standards

5 Accepting new clients

Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2016 Five Star Wealth Managers

For more information on the program go to wwwfivestarprofessionalcomwm_program

2016 Seattle

AwardA Select

DisclosuresResearch

of Award WinnersDetermination

copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL


FS bull 2 mdash wwwfivestarprofessionalcom

The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria Eligibility criteria ndash required 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professionalrsquos consumer complaint process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process feedback may not be representative of any one clientrsquos experience C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients Evaluation criteria ndash considered 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers Award does not evaluate quality of services provided to clients Once awarded wealth managers may purchase additional profile ad space or promotional products The Five Star award is not indicative of the wealth managerrsquos future performance Wealth managers may or may not use discretion in their practice and therefore may not manage their clientrsquos assets The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future For more information on the Five Star award and the researchselection methodology go to fivestarprofessionalcom 1678 Seattle wealth managers were considered for the award 412 (25 percent of candidates) were named 2016 Five Star Wealth Managers

W E A LT H M A N A G E R

Gilliat SchroederSenior Vice President Financial Advisor Senior Portfolio Manager CIMAreg

Working Together to Help Preserve and Grow Wealth

2012 ndash 2016 winner Gilliat Schroeder Senior Vice President Financial AdvisorPortfolio Manager Certifi ed Investment Management Analystreg

Gilliat Schroeder is a Northwest-based fi nancial advisor and portfolio manager serving a select number of individuals families and businesses Mr Schroeder has 16 years of investment experience all of which are with Morgan Stanley

Gilliat has extensive experience in advising families in aspects of wealth advisory and portfolio management His personal experience and knowledge in asset allocation and portfolio construction are complemented and reinforced through research and industry-leading

thinking from Morgan Stanleyrsquos global investment committee Gilliat completed the Certifi ed Investment Management Analystreg program through the University of Pennsylvaniarsquos Wharton School of Business and received his undergraduate degree at the University of Washington

Gilliat and his wife Lisa have two boys Lucas (7) and Gavin (4) In his spare time Gilliat competes in Ironman triathlons He will be looking to complete his sixth Ironman race this year

601 Union Street Suite 5200 | Seattle WA 98101 Office 206-628-4855 | Toll-free 800-426-7837

gschroedermorganstanleycom | wwwmorganstanleyfacomgschroeder

bull Practical advice

bull Extensive capabilities

bull Personalized service

copy2016 Morgan Stanley Smith Barney LLC Member SIPC

FIVE-YEAR WINNER






Kathleen M Hobart

Providing Comprehensive Wealth Management and Planning Services

Left to right Denise Leong Wealth Management Associate 2012 ndash 2016 winner Kathleen M Hobart Senior Vice President ndash Wealth Management Financial Planning Specialist Senior Investment Management Consultant Financial Advisor CIMAreg Coya Eubank-Kirby Senior Registered Associate

We work with individuals families professionals and business owners who are interested in achieving their goals and objectives while simplifying their lives With the fi rmrsquos suite of services and our teamrsquos experience we leverage the advisory and investment capabilities of one of the worldrsquos largest wealth management fi rms for you Our deep-discovery process is designed to help us understand you and who and what is important in your life

Our focus is to tailor recommendations to suit your unique needs So whether you are looking to preserve and grow your wealth create income to maintain your lifestyle now and in retirement manage personal or corporate cash fl ows or effi ciently transfer your wealth by building a legacy for the ones you love and the causes you are passionate about We strive to provide the best possible advice by working closely with you your family members and your other trusted advisors

500 108th Avenue Northeast Suite 1900 | Bellevue WA 98004Office 425-451-3318 | Fax 425-453-5802

kathyhobartmorganstanleycom | wwwmorganstanleyfacomthehobartgroup

bull Kathleen M Hobart 2012 ndash 2016 Five Star Wealth Manager award winner

bull Holistic approach to comprehensive wealth management during uncertain times and changing environments

bull Personalized income replacement strategies tactical pre- and post-retirement planning

bull Access to lending services corporate trust and endowment services

Investment Management Consultants Association Inc owns the marks CIMAreg Certified Investment Management Analystreg (with graph element)reg and Certified Investment Management AnalystregMorgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee


FIVE-YEAR WINNER






Listen Plan and collaborate Advise and track Margaretrsquos passion for helping her clients achieve their fi nancial goals began in 1980 ldquoMy mother had been suddenly widowed and her advisors werenrsquot listening to her nor were they informing her about the risks associated with certain types of investments I feel I was called into this industry to help demystify investing My goal is to help my clients realize their goals and dreams and feel more confi dent that they will not outlive their fi nancial resourcesrdquo Margaret loves that each of her clients is unique and enjoys teaming with her clientsrsquo CPAs and estate planning attorneys to construct customized solutions designed to create an enduring legacy

The joy she fi nds in giving back to the nonprofi t community carries over to her practice and led her to obtain a Chartered Advisor in Philanthropyreg (CAPreg) designation ldquoHelping my clients and their families be good stewards of their wealth provides a lasting legacy that goes beyond making a fi nancial impact in the community Seeing families come together around issues that matter is a priceless giftrdquo Adamant about the importance of education Margaret has served as chair for Bellevue Christian Schoolrsquos Trust and Investment Committee for over 10 years and serves as an advisor to nonprofi t organizations

601 108th Avenue Northeast Suite 1800Bellevue WA 98004

Phone 425-372-4729Toll-free 800-832-6600

margaretyouchampfcomameripriseadvisorscommargaretyouch

bull Dream gt Plan gt Track gtreg approach

bull Comprehensive strategies designed to provide a more confi dent retirement

bull Legacy planning and charitable gifting strategies

2012 ndash 2016 winner Margaret Youch

Margaret Helene YouchCAPreg Financial Advisor

A Passion for Planning Because Outcomes Matter

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Ameriprise Financial Services Inc Member FINRA and SIPC

FIVE-YEAR WINNER






Heather Hewson RockFinancial Advisor

Are Your Investments Adding to Your Life or Complicating It

Five-year winner Heather Hewson Rock Senior Vice President Financial Advisor

With more than 25 years of investing experience Heather thoroughly enjoys the two most important aspects of her business interacting with clients to help them achieve their fi nancial goals and the intellectual challenge of the always-evolving US and global fi nancial markets Please call or email Heather for a second opinion on your portfolio

925 Fourth Avenue Suite 3600 | Seattle WA 98104Phone 206-664-8886 | Toll-free 800-933-6670hrockrwbairdcom | wwwheather-rockcom

bull Simplify streamline and align your personal and fi nancial goals

bull Lifelong client relationships

bull Tax-conscious diversifi cation of concentrated stock positions

Five Star Professional as a third-party marketing research firm identified pre-qualified award candidates based on industry data and contacted all identified broker dealers Registered Investment Advisor firms and FINRA-registered representatives in the Seattle area (includes King Snohomish Pierce Thurston Island and Kitsap counties in the state of Washington) to gather wealth manager nominations Self-nominations

were not accepted Award candidates who satisfied the 10 objective eligibility and evaluation criteria that are associated with wealth managers were named 2016 Five Star Wealth Managers Robert W Baird amp Co Incorporated Member SIPC 777 East Wisconsin Avenue Milwaukee WI 53202 800-RW-BAIRD rwbairdcom Baird does not offer tax or legal advice

FIVE-YEAR WINNER






Laird Norton Wealth Management

Left to right Five-year winners Matt Englizian and Barbara Potter four-year winner Brian Whitaker

Laird Norton Wealth Management is the premier wealth advisor for successful Northwest families seeking a partner to help them manage their fi nancial lives For nearly 50 years we have helped clients navigate lifersquos complexities mdash to clarify dreams organize priorities and shepherd their fi nancial assets accordingly

We operate with absolute integrity and the strength of our history to guide families and foundations toward their desired destinations Our expertise and integrated services result in comprehensive long-term solutions for each clientrsquos unique needs The result peace of mind and readiness for the future

801 Second Avenue Suite 1600 | Seattle WA 98104Toll-free 800-426-5105 | Phone 206-464-5100hellolnwmcom | wwwlairdnortonwmcom

bull Investment management

bull Tax and fi nancial planning

bull Trust services and estate planning

FIVE-YEAR WINNER






Dan Becraft 2013 ndash 2016 Five Star award winner leads The University Group at Morgan Stanley as a fi nancial advisor with a vision for growth and performance in the midst of a volatile and uncertain global marketplace Dan provides an investment philosophy and premier service that have proved invaluable for clients The University Group focuses on customizing investment portfolios and retirement plans for high-net-worth individuals and businesses

601 Union Street Suite 5200Seattle WA 98101

Dan Becraft 206-628-4852 Kevin Forrest 206-628-8871

danbecraftmorganstanleycomkevinforrestmorganstanleycom

wwwmorganstanleyfacomtheuniversitygroup

bull Investment portfolio review

bull Retirement plan analysis

bull Premier client service

Left to right Four-year winner Dan Becraft Financial Advisor Vice President ndash Wealth Management and Corporate Retirement Director Kevin Forrest Financial Advisor

The University Group at Morgan Stanley

Managing Personal and Corporate Wealth

copy2016 Morgan Stanley Smith Barney LLC Member SIPC GIC Monthly

FOUR-YEAR WINNER






Susan H Lawrence

Helping Increase Your Probability of Investment Success

Left to right Shawna Bain Senior Registered Client Associate ndash Offi cer Christopher S Loutsis III Financial Consultant fi ve-year winner Susan Lawrence CIMAreg Managing Director ndash Investment Offi cer PIM Portfolio Manager Ben Almeda III Financial Advisor

Are you absolutely confi dent that your existing wealth manager is providing you with the best advice and service during the current market cycle Would you like a second opinion We invite you to come in and talk over your current investment plan with us Letrsquos

review together how it is being managed and discuss what might help increase your probability of fi nancial success Call us today and schedule an introductory meeting with us mdash and learn why our client retention rate is so high

1180 Northwest Maple Street Suite 170 | Issaquah WA 98027Office 425-369-1423

lrigroupwfadvisorscom | wwwlrigroupwfadvcom

bull Is your current advisor thrilling you with hisher level of experience and client service

bull Are you absolutely confi dent in the advice you have received

bull Would you like a second opinion

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection processWells Fargo Advisors LLC Member SIPC [CAR 1215-00192]

FIVE-YEAR WINNER






Arvista Group at Morgan Stanley

A Strategic View for Your Finances

Left to right Two-year winner Barbara W Banon Associate Vice President Financial Advisorthree-year winner Amani Harris Second Vice President Financial Advisor

Erin Nold Client Service Associate

Together we will explore your aspirations and the life you envision We will work with you to translate your goals into a personalized investment strategy centered on fi nancial planning

Barbara Amani and Erin have 48-plus years of combined experience to draw upon and align resources of one of the worldrsquos largest fi nancial fi rms We will structure a portfolio to help bring you closer to your defi nition of investment success

2012 2015 and 2016 Five Star Wealth Manager award winner Amani Harris and 2012 and 2016 winner Barbara W Banon are honored by this recognition We would like to thank our clients and colleagues for their support and business

Two Union Square 601 Union Street Suite 5200 | Seattle WA 98101Office 206-628-4879

Barbara 206-628-4880 | Amani 206-628-4420barbarabanonmorganstanleycom | amaniyharrismorganstanleycom | wwwmorganstanleyfacomarvistagroup

bull Comprehensive wealth management strategies

bull Building relationships based on integrity and trust

bull Dedicated to helping clients grow protect and transfer wealth

copy2016 Morgan Stanley Smith Barney LLC Member SIPC Barbara W Banon 24 years Amani Harris 13 years and Erin Nold 13 years

THREE-YEAR WINNERTHREE-YEAR WINNERTHREE-YEAR WINNERTHREE-YEAR WINNER






As a wealth advisor Sherryl has in-depth experience in the fi nancial industry She has also completed extensive licensing and accreditation requirements This allows her team to off er you a broader range of solutions and assist you with even the most complex fi nancial needs Sherrylrsquos team will work together with you to analyze your current situation develop in-depth fi nancial programs and implement an integrated fi nancial strategy

As a Fortune 500 not-for-profi t and membership organization Thrivent Financial helps its members achieve fi nancial security by off ering a broad range of products and services What makes us diff erent is what makes us strong Because Thrivent Financial is membership-owned we donrsquot answer to shareholders We make decisions based on our membersrsquo best interests In addition we make it easier for you to help your congregation and community through outreach programs and activities

Kirkland 405 Corporate Center Building C12020 113th Avenue Northeast Suite 225

Kirkland WA 98034

Office 425-968-2286

sherryladairthriventcom

When you work with Sherryl Adair and the Cascade West Group yoursquoll have an entire team of fi nancial professionals focusing on whatrsquos important to you Our practice includes

bull A team approach with advice based on your values and goals

bull Always striving to exceed our clientsrsquo expectations

bull A foundation of organizing consolidating and simplifying the fi nancial planning process

bull Envisioning your wealth holistically greater than the sum of its parts

bull Complex solutions including estate strategies wealth management specialsupplemental needs trusts legacy strategies and managed accounts

Left to right Seated Five-year winner Sherryl Adair Wealth Advisor CLTC FIC Camille Adair-Hatch Financial Associate Standing Connie Hogue Offi ce Professional

Jerry Walker Licensed Offi ce Professional Michelle Angell Offi ce Professional

Sherryl AdairWealth Advisor CLTC FIC

Insurance products issued or off ered by Thrivent Financial the marketing name for Thrivent Financial for Lutherans Appleton WI Securities and investment advisory services are off ered through Thrivent InvestmentManagement Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agentsproducers of Thrivent For additional important information visit Thriventcomdisclosures Fee-based investment advisory services are available through qualifi ed

investment advisor representatives only 1365911-120315

FIVE-YEAR WINNER






Building Enduring Relationships and Portfolios

Yvonne HallConnie Greenwood

Yvonne and Connie are honored to once again receive this recognition Our team would like to thank our clients and professional colleagues for their ongoing trust and confi dence

1180 Northwest Maple Street Suite 150Issaquah WA 98027

Phone 425-369-5110 Toll-free 866-209-0482

yvonnehallwfadvisorscomconniegreenwoodwfadvisorscom

wwwhallgreenwoodwmgcom

Hall amp Greenwood Wealth Management Group

of Wells Fargo Advisors

bull Bringing structure and discipline to your investment process

bull Coaching and educating successful investor behavior

bull Dedicated to client service and success

Left to right Five-year winner Yvonne Hall CFPreg CIMAreg Managing Director ndash Investments Tari Sheff er Senior Registered Client Associate ndash Offi cer fi ve-year winner Connie Greenwood CFPreg MBA ADPAreg Vice President ndash Investment Offi cer Danette Van Senior Client Associate ndash Offi cer

Wells Fargo Advisors LLC Member SIPC [CAR 1115-02088]

FIVE-YEAR WINNER

Personal Financial Advice Client Service

The Latitude 48 Group

The Latitude 48 Group believes that it is our responsibility to guide clients through an ever-changing fi nancial landscape by delivering clear concise and actionable advice that is individually tailoredOur team takes great pride in creating a synergy working with clientsrsquo tax legal and accounting professionals We believe having this ability can provide a well-integrated process that allows us to better help all of our clients pursue their long-term fi nancial needs wishes and goals

The Latitude 48 Group a financial advisory practice of Ameriprise Financial Services Inc

10950 NE State Highway 104 | Kingston WA 98346

Phone 360-297-4848 | Fax 360-297-5005

stephaniesmithampfcomameripriseadvisorscomteamthe-latitude-48-group

bull Roger ldquoBimrdquo Prince Financial Advisor

bull Clint Boxman Financial Advisor

bull Kimberly Coryell Financial Advisor

bull Kevin Wiley Financial Advisor

bull Jordan Prince Client Service Coordinator

bull Stephanie Smith Client Service Coordinator

bull Mel Filben Client Service Coordinator

Left to right 2013 ndash 2016 winner Clint Boxman AAMSreg 2014 ndash 2016 winner Roger ldquoBimrdquo Prince2016 winner Kimberly Coryell Kevin Wiley

Investors should conduct their own evaluation of a fi nancial professional as working with a fi nancial advisor is not a guarantee of future fi nancial success Ameriprise Financial Services Inc Member FINRA and SIPC Investment advisory services and products are made available through Ameriprise Financial Services Inc a registered investment adviser Ameriprise Financial does not off er tax or legal advice Consult your tax advisor or attorney






Personal Financial Services as Individual as You Are

Miller Advisors Inc

At Miller Advisors we off er independent personalized fi nancial planning investment management and wealth management services

We will help you create your personal fi nancial road map so you can pursue your passions (and handle any curveballs life throws your way) with security and peace of mind

Itrsquos your future Wersquore here to help you realize it

11 10th AvenueKirkland WA 98033

Phone 425-822-8122

infoMillerAdvisorscomwwwMillerAdvisorscom

Your GoalsYour PlansYour DreamsOur Expertise

Left to right Nicole Miller CFPreg and four-year winner Kathleen Miller CFPreg

FOUR-YEAR WINNER

A private wealth advisory practice of Ameriprise Financial Services Inc

Allegiance Wealth Management

At Allegiance Wealth Management our primary objective is to deliver an exemplary client experience by taking the time to listen to our clients understanding their values desires and goals This allows us to craft personalized fi nancial solutions to help clients plan to achieve their dreams through an integrated fi nancial planning process We utilize a team approach for all of our clientsrsquo situations so that we can provide fi nancial planning and asset management strategies to help clients reduce stress and feel more confi dent with their decisions throughout their lives To learn more check out our website AWM-Bellevuecom

12011 Northeast 1st Street Suite 209Bellevue WA 98005 | Phone 425-457-7073

224 West Washington Street Suite 105Sequim WA 98382 | Phone 360-582-3168

AWM-Bellevuecom

bull Values-based and family-oriented fi rm bull Built on the values of integrity excellence

service and relationshipsbull Local providers of the Ameriprise Financial

Wellness Programbull George georgecklimockampfcombull Dan danielkjiyamapaampfcombull Steven stevenpjenningsampfcom

Left to right 2016 winner George Klimock Financial Advisor 2012 2014 ndash 2016 winner Dan Jiyamapa CRPCreg AWMAreg CLTC Private Wealth Advisor 2016 winner Steven Jennings CLTC Financial Advisor

Allegiance Wealth Management a private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Ameriprise Financial cannot guarantee future financial results Ameriprise Financial Services Inc Member FINRA and SIPC






Samuel Capps and Corey CoxWealth Advisors

Today itrsquos common to have multiple fi nancial goals and concerns Thatrsquos why we take a comprehensive approach to serving our clients Itrsquos important to understand how diff erent factors can aff ect your fi nancial goals Because of our experience we can help you analyze your current situation as well as develop and implement an integrated fi nancial strategy We take a values-based approach to helping you prepare for your fi nancial future

9709 Third Avenue Northeast Suite 302Seattle WA 98115

Phone 206-523-0009 | Fax 206-525-1192

samuelcappsthriventcom | coreycoxthriventcomThriventcommyteamlakewashingtongroup

bull Values-based fi nancial planningbull Tax effi ciency strategiesbull Retirement income planningbull Wealth transferbull 36 years of combined experience

Left to right Five-year winners Samuel Capps JD FIC RICPreg and Corey Cox CFPreg FIC

Thrivent Financial representatives and employees cannot provide legal accounting or tax advice or services Work with your Thrivent Financial representative and as appropriate your attorney andor tax professional for additional information Securities and investment advisory services are off ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial the marketing name for Thrivent Financial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agentsproducers of Thrivent Financial Fee-based investment advisory services are available through qualifi ed

investment advisor representatives only For additional important information visit Thriventcomdisclosures Certifi ed Financial Planner Board of Standards Inc owns the certifi cation marks CFPreg and CERTIFIED FINANCIAL PLANNERtrade in the US If ldquoJDrdquo appears as a designation after this individualrsquos name note that ldquoJDrdquo is an educational degree and the holder does not provide legal services on behalf of Thrivent Financial or its affi liates Sam Capps CA license 0F12606 Corey Cox CA License 0F00999 1369841-120815

FIVE-YEAR WINNER

bull Financial planningbull Portfolio managementbull 2015 ndash 2016 Five Star Wealth ManagerWe provide thoughtful financial insights honest communication and personal service mdash the elements we consider essential for building lasting relationshipsYou can depend on us to provide unbiased guidance that helps you gain confidence in your financial futureUsing a customized approach we tailor a strategy aligned with your particular needs that seeks to help you grow and preserve your wealth

144 Railroad Ave Ste 301Edmonds WA 98020Phone 425-312-6461

Toll-free 800-240-5482jimclarkeolympicinvestmentcom

wwwolympicinvestmentcom

Comprehensive Wealth Management Simplifi ed

Securities offered through LPL Financial Member FINRASIPC Investment advice offered through Financial Advocates Investment Management dba Olympic Investment Group a

Registered Investment Advisor and separate entity from LPL Financial

Jim ClarkeAIFreg CWSreg Principal Senior Financial Advisor

TWO-YEAR WINNER

bull Organize analyze prepare implement and monitorbull Lifebull Plannedbull ThoughtfullyRick has been an advisor to individuals small-business owners executives and families since 1998 He earned his CERTIFIED FINANCIAL PLANNERtrade certification in 2004 and holds a Master of Science in Finance from the University of California Santa Cruz He practices holistic financial planning fee-only investment management and insurance services for client retirement and estate planning objectives He continually strives to exceed his clientsrsquo expectations

1420 5th Ave Ste 2200Seattle WA 98101

Office 206-224-5636RickECadence-WMcomwwwcadence-wmcom

Investment Advisory and Wealth Management Services offered through Cadence Wealth Management LLC a registered investment adviser and licensed insurance agency in the state of Washington

Rick EganManaging Member

THREE-YEAR WINNER






My goal is to assist you in achieving financial independence through strategies designed to accumulate grow preserve and help protect disburse and bequeath your wealth After a thorough review of your assets and lifestyle working together we will craft a flexible strategic plan that is unique to your needs 2014 ndash 2016 Five Star Wealth Manager

33400 9th Ave S Ste 100Federal Way WA 98003Direct 253-874-9961

thomasbmartinmorganstanleycomwwwmorganstanleyfacom

thomasbmartin

Thomas B MartinFinancial Advisor


THREE-YEAR WINNER

We strive to create a better quality of life for our clients by managing their financial affairs This allows them to concentrate on other areas of their lives We provide wealth management and comprehensive financial plans We are fee-based Our mission is to be independent and trusted in everything we do

1501 Fourth Ave Ste 2880Seattle WA 98101

Phone 206-682-4840wfserresbbjsllpcom

wwwbbjsadvisorscom

William F SerresCFPreg CPA

FOUR-YEAR WINNER

I specialize in comprehensive planning portfolio management retirementestate planning distributions wealth preservation and non-traditional relationships I use a clientadvisor partnership approach to planning

Bowman Investment Group

17125 272nd Ave SEIssaquah WA 98027

Office 425-392-3289Fax 425-427-0875

investdeebowmancomwwwdeebowmancom

Dee BowmanFinancial Consultant

Securities and Advisory Services off ered through Commonwealth Financial Network Member FINRASIPC a Registered Investment Advisor

THREE-YEAR WINNER

We take the time to understand you With 30 years of knowledge and experience we match client values with wealth strategies and establish fiduciary relationships

Perry L Smith Consulting LLC

11900 NE 1st St Ste 300Bellevue WA 98005

Office 425-462-2072Cell 206-369-7266

plsperrylsmithconsultingcomwwwperrylsmithconsultingcom

Perry L SmithWealth Advisor CLUreg ChFCreg MS

Registered Representative Securities off ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor

Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Cambridge and Perry L Smith Consulting are not affi liated

FOUR-YEAR WINNER

Thank you to my clients for the opportunity to work with you these many years on your investments and financial planning needs We pledge to continue to work hard to retain your trust and confidence and to provide you with the highest level of service ethics and competence

KMS Financial Services


Office 206-441-4284JimFeldmannKMSFinancialcom

Jim FeldmannFinancial Advisor

FIVE-YEAR WINNER

How will you be brilliant I can helpIrsquom not just in the business of growing your wealth Irsquom in the business of helping you grow your confidence in the future Irsquoll help you balance your dreams for tomorrow with what you want to accomplish today 2013 ndash 2016 Five Star Wealth Manager

RGDavis amp AssociatesA financial advisory practice of

Ameriprise Financial Services Inc2702 S 42nd St Ste 204

Tacoma WA 98409ameripriseadvisorscomrobertgdavis

Robert G (Rob) DavisFinancial Advisor

Investors should conduct their own evaluation of a fi nancial professional as working with a fi nancial advisor is not a guarantee of future fi nancial

success Ameriprise Financial Services Inc Member FINRA and SIPC

FOUR-YEAR WINNER

As your financial advisor I listen carefully to what is important to you I work one-on-one with you to understand what is important and unique to you and your family My objective is to put together personalized plans designed to help you meet your specific goals 2016 Five Star Wealth Manager

14205 SE 36th St Ste 100Bellevue WA 98006

Phone 425-649-3568toddmakiyamaampfcom

ameripriseadvisorscomtoddmakiyama

Todd AkiyamaFinancial Advisor



Lee has over 27 years of experience and has been a CFPreg practitioner since 1995 He has been seen in The Wall Street Journal Seattle Times and on KOMO and King 5 TV in Seattle He is a member of the Financial Planning Association

400 112th Ave NE Ste 200 Bellevue WA 98004

Office 425-283-1300leetrueretirementcom

wwwtrueretirementcom

Lee S MartinCERTIFIED FINANCIAL PLANNERtrade practitioner

Securities off ered through LPL Financial Member FINRASIPC Investment advice off ered through Financial Advocates Investment Management dba TRUEretirement a registered investment advisor and a separate entity from LPL Financial

THREE-YEAR WINNER

As a CERTIFIED FINANCIAL PLANNERtrade professional I enjoy helping my clients with their financial needs With nearly three decades of experience my focus is building relationships with my clients based on the core values of honesty integrity and morality

999 3rd Ave Ste 4000Seattle WA 98104

Phone 206-292-3138alanlawrencewellsfargocomhomewellsfargoadvisorscom

alanlawrence

Alan LawrenceCFPreg CLUreg AAMSreg Financial Advisor

Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank affi liate of Wells Fargo amp Company [CAR 1115-05007]

Investment and Insurance Products

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value

FOUR-YEAR WINNER






I am grateful once again for your confidence in me as I receive this award

10900 NE 8th St Ste 1550Bellevue WA 98004

Direct 425-214-0432Office 425-641-8788 Ext 232

lfarberpcrgcomwwwlorellefarbercom

Lorelle Kaye FarberCRPCreg

Registered Representative of and securities and investment advisory services off ered exclusively through Hornor Townsend amp Kent Inc a Registered Investment Advisor member FINRASIPC Pacifi c Capital Resource Group Inc is independent of Hornor

Townsend amp Kent Inc and is a licensed insurance agency The award is not indicative of the wealth managerrsquos future performance A5TM-0130-01E2

FIVE-YEAR WINNER

I help my clients find what inspires them and then help them to develop the financial confidence to explore the possibilities Through a collaborative process I help them be brilliant when planning for the future Five Star Wealth Manager 2013 2015 and 2016

101 Elliott Ave W Ste 510Seattle WA 98103

Phone 206-219-5255Fax 206-219-5270

rebeccamwakefieldampfcom

Rebecca M Wakefield CFPreg CRPCreg Financial Advisor



THREE-YEAR WINNER

Business PlanningFredrick Bowman Conover

Capital Management

Kimberly Coryell middot Ameriprise Financial Services Inc Page 11

Kristofer Gray middot Integrity Financial Corporation

James Raabe middot Rabbe amp Associates

Brandon Roberts middot MassMutual Financial Group Seattle

Estate PlanningShane Dir middot One Strategic Capital

Financial PlanningSherryl R Adair middot Thrivent

Financial Page 10

Paul Adams middot Sound Financial Group

Todd Akiyama middot Ameriprise Financial Services Inc Page 14

Amy Y Allen middot Morgan Stanley

Gina Anderson middot Ameriprise Financial Services Inc

Sara Asatiani middot Morgan Stanley

Andrew Baker middot MetLife

Kirk Balin middot The Householder Group

Barbara Banon middot Morgan Stanley Page 9

Steven Elton Barron middot Barron Financial Services

Tyler Bartlett middot Merriman

Scott Benner middot Kutscher Rhodes amp Benner

James Bennett middot Ameriprise Financial Services Inc

Bradley Berger middot Cornerstone Financial Strategies

Douglas Berger middot Morgan Stanley

Arthur Best middot Best Wealth Strategies

Mary Black middot Morgan Stanley Page 15

Alan Blinn middot AGP Wealth AdvisorsAmeriprise Financial Services Inc

James Bocinsky middot MassMutual Financial Group Seattle

Ryan Boone middot Morgan Stanley

Robert Arthur Bothmer middot Ameriprise Financial Services Inc

Deidre Bowman middot Bowman Investment Group Page 14

Clinton Boxman middot Ameriprise Financial Services Inc Page 11

Timothy Boyle middot TBG Financial

Virginia Brannan middot Ameriprise Financial Services Inc

Charles Brighton middot Brighton Jones

Kenneth Butler middot Cuso Financial Services

Claudina Campbell middot Paracle Advisors

Michael Campbell middot Pacific Capital Resource Group

Samuel Capps middot Thrivent Financial Page 13

Jack Carney middot LPL Financial

Todd Carter middot Trutina Financial

Jamie Chambers middot Ameriprise Financial Services Inc

Gavin Chinn middot Verity Credit Union

Carolyn Christoferson middot Raymond James amp Associates

Jim Clarke middot Olympic Investment Group Page 13

Kevin M Clouse middot Morgan Stanley

Deborah Clyne Oishi middot Ameriprise Financial Services Inc

Terry Cole middot Senior Financial Advisors

Austin Collins middot Ameriprise Financial Services Inc

Deane Cook middot Ameriprise Financial Services Inc

Donald W Coplin middot Edgecombe amp Coplin Wealth Strategies

Corey Cox middot Thrivent Financial Page 13

Rodney Coyan middot Personal Investment Management

Barrie Culver middot LPL Financial

Cheryl Curran middot Merriman

Douglas B Custer middot Appropriate Balance Financial Services

Justin Cykler middot AXA Advisors

Heidi Davis middot Columbia Financial Planning

Robert G Davis middot Ameriprise Financial Services Inc Page 14

Mark Dennie middot Ameriprise Financial Services Inc

Duane Duim middot Paracle Advisors

Charles Eric Ebi-Deprey middot Pacific Capital Resource Group

Matt Englizian middot Laird Norton Wealth Management Page 6

Curtis Erickson middot Erickson Wealth amp Tax Management CPA

Award winners listed by primary service and listed alphabetically by last name

The most significant transactions are those that occur at turning points in our lives I work to organize complex financial details and illustrate investments in a way that eases decision-making and brings clarity to the investment process My clients choose to work with my team because we care about what is important to them Five Star Wealth Manager 2012 2013 2014 2016

500 108th Ave NE Ste 1900Bellevue WA 98004

Direct 425-453-5803Fax 425-453-5802

maryblack1morganstanleycomwwwmorganstanleyfacommaryblack

Mary BlackFirst Vice President ndash Wealth Management Financial Advisor SIMC


FOUR-YEAR WINNER


SPECIAL ADVERT IS ING SECT ION W E A LT H M A N A G E R


Brian Evans middot Madrona Financial Services

Dallas Evans middot Purshe Kaplan Sterling Investments

Christopher Featherstone middot Madison Park Capital Advisors

Mary Ann Ferreira middot Appropriate Balance Financial Services

Steve Fortescue middot Fortescue Financial

Kyle Kaleiluakiliopu Fukuchi middot Pacific Capital Resource Group

Maris Galins middot MG Financial

Ronald Geer middot Geer Financial Group

Willy Gevers middot Gevers Wealth Management

Mourad Ghaly middot LPL Financial

Therese Govern middot Therese Govern Financial Advisors

Brant Greene middot Ameriprise Financial Services Inc

Edward W Grogan IV middot Summit Financial Group

Laurel K Hair middot Ameriprise Financial Services Inc

Melissa Haley middot TIAA-CREF

Uriah Halpin middot Ameriprise Financial Services Inc

Peter Hamilton middot Ameriprise Financial Services Inc

William Hanaford middot Cetera Advisors

Amani Harris middot Morgan Stanley Page 9

Josh Harris middot Paracle Advisors

Mark Harris middot Morgan Stanley

Kenneth Hasselbalch middot Morgan Stanley

Elaine Heller middot Coldstream Capital Management

Andrew Hergert middot Raymond James Financial Services

Aimee Huff middot ICON Consulting

Allyn Hughes middot Brooks Hughes amp Jones

William Hunt middot Cascade Wealth StrategiesAXA Advisors

David Hutchinson middot AXA Advisors

Steven Jennings middot Ameriprise Financial Services Inc Page 12

Daniel Jiyamapa middot Allegiance Wealth ManagementAmeriprise Financial Services Inc Page 12

Brian Johnson middot Ameriprise Financial Services Inc

Jon Jones middot Brighton Jones

Steve Juetten middot Juetten Personal Financial Planning

Lori Kaufman middot Kaufman Kampe Advisors

David Keller middot Morgan Stanley

Douglas Kenoyer middot Ameriprise Financial Services Inc

Christopher Kimball middot Christopher V Kimball Financial Services

Timothy Kimmel middot Cetera Advisors

John Klevens middot Klevens Capital Management

George C Klimock middot Ameriprise Financial Services Inc Page 12

Timothy Knapp middot Asset Management Strategies

Steve Knudsen middot Morgan Stanley

Bob Kovich middot Ameriprise Financial Services Inc

Daniel Kwon middot Cornerstone Advisors

Adam Laibson middot MetLife

Tait Lane middot LPL Financial

Melissa Louise Larson middot Pacific Capital Resource Group

Gregory Leclair middot Morgan Stanley

Alex Lee middot Auxano Advisors

Chun Lee middot LPL Financial

Peter Lee middot Thrivent Financial

Brett Lewis middot LPL Financial

Randall Linde middot Ameriprise Financial Services Inc

Scott Livingston middot 5 Point Financial Group

Robert Lo middot Stone 8 Wealth Management

Vince Lorrain middot Hornor Townsend amp Kent

Devin Loughlin middot Metlife Premier Client Group

David Lund middot Thrivent Financial

Robert Maas middot Ameriprise Financial Services Inc

James Macmillan middot Raymond James Financial Services

Gary Magnuson middot Morgan Stanley

Alissa Magnuson-Hersch middot Morgan Stanley

Teresa Mansell middot LPL Financial

Lee Martin middot TRUEretirement Page 14

Sam Martin middot Dental Wealth Advisors

Thomas Brian Martin middot Morgan Stanley Page 14

Mitchell Maurer middot AXA Advisors

Bryan Mazza middot Mazza Financial Group

Timothy McFall middot US Capital Strategies

Matthew McKellar middot ICON Consulting

Shaun McMahan middot McMahan Asset Management

Robert McMahon middot Premier Wealth Management

Sean McWilliams middot Ameriprise Financial Services Inc

Zachary Andrew Meissner middot Pacific Capital Resource Group

Richard Allen Merrifield II middot Coldstream Capital Management

Mark Metcalf middot Merriman

Dale Miller middot Morgan Stanley

Patrick Miller middot First Command Financial

Grant Monson middot The Monson Group

David Moretsky middot ICON Consulting

Patrick Muldary middot PFS Investments

Jeffrey Mushen middot Ameriprise Financial Services Inc

Julie Nagan middot Morgan Stanley

Michael Napier middot Morgan Stanley

Gregory Nelson middot Shelgren Financial Group

Randy Ng middot Ameriprise Financial Services Inc

Karin Nilsson middot LPL Financial

Richard North middot Thrivent Financial

Kyle Nowadnick middot Thrivent Financial

Karen OrsquoBrien middot trueNorth Wealth Advisors

Mark Oliver middot Oliver Capital Management

Sean Owen middot Ameriprise Financial Services Inc

Nicholas Paget middot Morgan Stanley

Ryan Palmer middot Williams Palmer

Julie Parisio Roy middot Badgley Phelps

Lance Peters middot Peters Financial Group

Mark Peterson middot Ameriprise Financial Services Inc

Michael Pickles middot Cornerstone Financial Strategies

Paul Pradel middot Pradel Financial Group

Daintry Price middot Conover Capital Management

Bim Prince middot Ameriprise Financial Services Inc Page 11

Gregg Quinn middot Quinn amp AssociatesAmeriprise Financial Services Inc

Seth Rapkin middot Morgan Stanley

Roy Rasera middot Sound Financial Group

Robert James Reamer middot ICON Consulting

Scott Rethke middot Ameriprise Financial Services Inc

Scott Rhodes middot Kutscher Rhodes amp Benner

John Ritezel middot MetLife

Lance Rummel middot Morgan Stanley

Steven Sant middot Premier Wealth Management

Amy Secor middot TIAA-CREF

William Serres middot BBJS Financial Advisors Page 14

Amy Shappell middot Juetten Personal Financial Planning

Scott Sheffield middot Sovereign Wealth Advisors

Paul Shriber middot Oppenheimer amp Company

Andrea Singleton middot Ameriprise Financial Services Inc

Len Skiena middot S R Schill amp Associates

Robert Skinner middot Securities America

Kevin Smith middot Ameriprise Financial Services Inc





Robert J Smith middot Ameriprise Financial Services Inc

Christopher Stacey middot Ameriprise Financial Services Inc

Kathleen Steele middot AXA Advisors

Kevin Stokesbary middot MassMutual Financial Group Seattle

Gerard Suarez middot AMS Financial Group

Cherish Sutull middot Paracle Advisors

Peter Taafe middot Ameriprise Financial Services Inc

Adriel Tam middot Viridian Investment Management

Robin Tan middot KMS Financial Services

Jeremy Taylor middot Mainspring Wealth Advisors

Todd Taylor middot First Command Financial

Jennifer Theissing middot Ameriprise Financial Services Inc

Marshall Thomas middot Tallus Capital Management

Norman Thomson middot The Mutual Fund Store

James Tremper middot Tremper amp Roper

Poonum Vasishth middot Morgan Stanley

Rommel Ver middot MetLife Securities

William Verrill middot Aviso Wealth Management

Mike Vincent middot Kimball Creek Partners

Matthew Wahlman middot Robert W Baird amp Company

Rebecca Wakefield middot Ameriprise Financial Services Inc Page 15

Heidi Walters middot Ameriprise Financial Services Inc

Stephen Webb middot Cascade Wealth Strategies

Jason Weese middot Morgan Stanley

Joshua Whelan middot Pacific Capital Resource Group

Brian Whitaker middot Laird Norton Wealth Management Page 6

Daniel Wiersma middot Harbor Wealth Management

April Marie Wilson middot Pacific Capital Resource Group

David Witthuhn middot Ameriprise Financial Services Inc

Margaret Helene Youch middot Ameriprise Financial Services Inc Page 4

InsuranceDaniel Halos middot Cascade Wealth

Strategies

InvestmentsDon Abbott middot Edward Jones

Ned Abenroth middot Harsin Wealth Management

Ezra John Altaras middot Wells Fargo Advisors LLC

Jeff Anderson middot Wells Fargo Advisors LLC

Alejandro Aquino middot Morgan Stanley

David Aramaki middot Ameriprise Financial Services Inc

Cathie Arthurs middot Conover Capital Management

Jeffrey Atkin middot Kunath Karren Rinne amp Atkin

Per Bakken middot Morgan Stanley

Julie Battermann middot Edward Jones

Marc Warren Baumgaertel middot Emerald Pacific GroupMorgan Stanley

James Beatty middot SCS

Daniel Becraft middot Morgan Stanley Page 7

David Bolson middot Morgan Stanley

Michael Boone middot LPL Financial

Tama Borriello middot Wells Fargo Advisors LLC

Dean Braun middot Morgan Stanley

Matthew Bridge middot Morgan Stanley

Elliott Brink middot Paracle Advisors

Christopher Browning middot Robert W Baird amp Company

Bruce Brundige middot LPL Financial

Karri Bruntz middot Edward Jones

Todd Butson middot Morgan Stanley

Kevin Callaghan middot Badgley Phelps

Paul Capeloto middot Wells Fargo Advisors LLC

Mitzi Carletti middot Badgley Phelps

Jeffrey Cashman middot Cashman Consulting

Joe Louis Cervantes middot Coldstream Capital Management

John B Champion middot Morgan Stanley

Lorraine Cheng middot Oppenheimer amp Company

Meena Cheng middot Impact Financial

Ralph Chiocco middot Elliott Cove Capital Management

Duane Covey middot Edward Jones

Derek Crump middot Columbia Pacific Wealth Management

Ryan Crumpacker middot Edward Jones

Diane Daggatt middot Robert W Baird amp Company

Stephanie Dallas middot Morgan Stanley

Gregg Dawson middot KMS Financial Services

Arne Domas middot LPL Financial

Susan Donnan middot Morgan Stanley

Shawn Donnelly middot Ramsey amp Associates

Marcus Dusenbury middot Viridian Investment Management

Glynn Edwards middot Wells Fargo Advisors LLC

Richard Egan middot Cadence Wealth Management Page 13

Doug Eickerman middot Kairos Capital Management

Paul Ellis middot Ellis Wealth Management

Brian Fahey middot Charles Schwab amp Company

Lorelle Farber middot Hornor Townsend amp Kent Page 15

James Feldmann middot KMS Financial Services Page 14

David Feller middot Wells Fargo Advisors LLC

James Ferguson middot Morgan Stanley

David Fitch middot Wells Fargo Advisors LLC

Kevin Michael Fitzwilson middot Coldstream Capital Management

John Flavin middot Synergy Financial Management

Ryan Flynn middot Flynn Financial Group

Jeanne Forrey middot Robinswood Financial

Gary Furukawa middot Freestone Capital Management

David Gardner middot Morgan Stanley

Mark Garkavi middot First Allied Securities

James Gilbert middot Edward Jones

Christy Givans middot Edward Jones

Perry Grant middot Edward Jones

Monty Grau middot Wells Fargo Advisors LLC

Richard Gray middot Edward Jones

Kirk Greene middot Greene Wealth Management

Randy Greene middot Wedbush Securities

Constance Greenwood middot Wells Fargo Advisors LLC Page 11

Carol L Gregory middot Wells Fargo Advisors LLC

Michael J Greiner middot Blue Moon Wealth Advisory

Yvonne Hall middot Wells Fargo Advisors LLC Page 11

Keith Hamilton middot Ameriprise Financial Services Inc

Colby Hanover middot Morgan Stanley

Kimberlee Hansen middot Freestone Capital Management

Adam Hargrave middot Wells Fargo Advisors LLC

George Harrison middot Robert W Baird amp Company

Matthew Harsch middot Morgan Stanley

Linda Harter middot Ameriprise Financial Services Inc

Elizabeth Hartley middot Westgate Capital Consultants

Ian Hartley middot LPL Financial

Peter Harvey middot Wells Fargo Advisors LLC

Patrick M Healey middot Wells Fargo Advisors LLC

Joseph Hebert middot trueNorth Wealth Advisors

Richard Henderson middot Wells Fargo Advisors LLC

Alan Hensley middot LPL Financial

Kathleen Hobart middot Morgan Stanley Page 3

Steven Hoglund middot LPL Financial

Natalie D Holm middot The CAPROCK Group

Lawrence Hood middot Pacific Portfolio





Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College


George Hook middot FSIC

Albert Israel middot MassMutual Financial Group

Brian Jennison middot Paysse Jennison Financial Advisors

Rachel Jennison middot Paysse Jennison Financial Advisors

Peter Jensen middot Windrose Wealth Management

Darcy Johnson middot Fulcrum Capital

Eric Jonson middot Merriman

Valerie Kampe middot Kaufman Kampe Advisors

Jason Kane middot Wells Fargo Advisors LLC

Susan Katz middot Katz Family Financial Advisors

Chelea Kent Lawrence middot Wells Fargo Advisors LLC

Randall Kim middot PATH Wealth Management

Laurie Klein middot Kaizen Financial Advisors

Shane Klingenstein middot Edward Jones

Larry Knudsen middot HighTower Bellevue

Matthew Kochel middot Oppenheimer amp Company

John Kozol middot First Allied Securities

Scott Kruse middot Oppenheimer amp Company

Barbara Kubesh middot Princor

Ron Kukes middot Edward Jones

Vincent La Cava middot Ameriprise Financial Services Inc

Alan Lawrence middot Wells Fargo Advisors LLC Page 14

Susan Lawrence middot Wells Fargo Advisors LLC Page 8

Helen Lee middot Morgan Stanley

Vincent Lee middot Coldstream Capital Management

Shanna Lisherness middot Morgan Stanley

Andre Lister middot Tallus Capital Management

David Litzenberger middot KMS Financial Services

Andrew Loechl middot Eagle Harbor Asset Management

Edward Malakoff middot Helm Capital Management

Matthew Martinelli middot Wells Fargo Advisors LLC

Gary R McGough middot Wells Fargo Advisors LLC

Meaghan McKenzie middot Wedbush Securities

Bryce McWalter middot Wells Fargo Advisors LLC

John Meno middot Edward Jones

Kathleen Miller middot Miller Advisors Page 12

Gary Mitchell middot United Capital Financial Advisers

Shawn Milton Nelson middot LPL Financial

James Nicholson middot Oppenheimer amp Company

Kevin OrsquoKeefe middot Morgan Stanley

Thomas Owens middot Garde Capital

Patrick Pardon middot Wells Fargo Advisors LLC

Michael Passage middot Passage Wealth Advisors

Sheryl Patterson middot Wedbush Securities

Jessica Pavish middot Edward Jones

Curtis Pepin middot Badgley Phelps

Jon Peterson middot Next Level Financial

Erik Petter middot Wells Fargo Advisors LLC

M Katherine Pieper middot Unionview Investment Group

George Pierce middot George R Pierce amp Associates

Bradley Pietila middot McAdams Wright Ragen

Paul M Pineda middot Asymmetric Advantage Capital Management

Eva Plaster middot Edward Jones

Joshua Post middot Thrivent Financial

Eric Priebe middot Edward Jones

Cameron Ragen middot Robert W Baird amp Company

James Rambaldini middot Oppenheimer amp Company

Roger Clifford Reynolds middot Coldstream Capital Management

Heather Rock middot Robert W Baird amp Company Page 5

Michelle Rubesch middot The Rainier Group

Gary Russell middot Conover Capital Management

Dean Saggau middot Edward Jones

Walker Sandlin middot Stonebridge Capital Management

Sunil Sanghvi middot Edward Jones

Robert Schmidt middot Oppenheimer amp Company

Gilliat Schroeder middot Morgan Stanley Page 2

Steven Schulman middot Ameriprise Financial Services Inc

Jay Schwartz middot Stonebridge Capital Management

Inga Seifert middot Edward Jones

LeeAnn Sharp-Huggins middot Morgan Stanley

Patrick Sheehan middot Morgan Stanley

Scott Shelton middot Westgate Capital Consultants

Gary Sheridan middot Wells Fargo Advisors LLC

Polly Sidwell middot Morgan Stanley

Michael Silver middot National Securities

Angela Simmons middot Wells Fargo Advisors LLC

Perry Smith middot Perry L Smith Consulting Page 14

Sean Smith middot Wells Fargo Advisors LLC

Todd Smith middot Morgan Stanley

Michael Spino middot Edward Jones

Lesa Sroufe middot Lesa Sroufe amp Company

Brigid Stackpool middot Morgan Stanley

Sidney Stahl middot MassMutual Financial Group

Peter P Stefanic middot Cetera Advisors

John Stoeser middot Morgan Stanley

Anne Marie Stonich middot Paracle Advisors

John D Storbeck middot Omega Financial amp Insurance Services

Bob Strong middot Robert W Baird amp Company

Jack Sutermeister middot Robert W Baird amp Company

J Swank middot Swank Financial

Joel Tepp middot Wells Fargo Advisors LLC

John Thayer middot J Thayer Financial Strategies

Jay Turley middot Breakwater Investment Management

Eric Turloff middot Turloff Financial Consulting

Dan Uhm middot Seattle Wealth Management

Mary Van Moppes middot Oppenheimer amp Company

C Jason Vein middot Morgan Stanley

Marisa Walker middot Robert W Baird amp Company

Ed Ward middot Robinswood Financial

Kathleen Weber middot Morgan Stanley

William L Webster middot KMS Financial Services

Janet Welcher middot Fulcrum Capital

Heather West middot AXA Advisors

Lowry West middot Morgan Stanley

Shawn Whatley middot Tallus Capital Management

Peter Wicklund middot Freestone Capital Management

Brent Williams middot AXA Advisors

Dawn Williams middot Ameriprise Financial Services Inc

John Williamson middot Portfolio Strategies

Steve Wormeli middot Raymond James Financial Services

Brian Wright middot LPL Financial

Gus Zefkeles middot MassMutual Financial Group

Trust ServicesBarbara Potter middot Laird Norton

Wealth Management Page 6




Regulatory ReviewAs defined by Five Star Professional the financial services professional has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine

bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professionalrsquos consumer complaint process


bull Filed for personal bankruptcy

bull Been convicted of a felony

Five Star Professional conducts a regulatory review of each candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists

bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winner

bull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the opportunity to submit complaints regarding a potential winner

Five Star Financial Services Professionals





8 Recent personal production and performance (industry-specific criteria)

9 Education and professional designationsindustry and board certifications

10 Pro bono and community service work


1 Credentialed with appropriate state or industry licensures

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years



2016 Seattle

AwardA Select


These days it takes a village to manage onersquos financial world Whether it be navigating the ever-changing landscape of tax law sorting out your estate and succession planning or picking the right life insurance financial services professionals are instrumental to a sound holistic financial plan

So how do you find a financial services professional with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients

Seattle magazine and Five Star Professional partnered to find financial services professionals who satisfy objective eligibility and evaluation criteria For the purposes of this program financial services professionals are defined as those who prepare a financial plan or help implement aspects of a financial plan including financial planners tax advisors life and disability insurance professionals and estate planning attorneys Award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification Self-nominations for this award are not accepted

The 2016 Five Star Financial Services Professionals are a select group representing less than 5 percent of the financial services professionals in the Seattle area Though this list is a useful tool for anyone looking for help with their financial plan it should not be considered exhaustive Undoubtedly there are many excellent financial services professionals who for one reason or another are not on this yearrsquos list

bull Financial services professionals do not pay a fee to be considered or placed on the final list of Five Star Financial Services Professionals Once awarded professionals may opt to purchase additional profile ad space or related award promotional products

bull The Five Star award is not indicative of a professionalrsquos future performance

bull The award methodology does not evaluate the quality of services provided

bull The inclusion of a financial services professional on the Five Star Financial Services Professionals list should not be construed as an endorsement of the professional by Five Star Professional or Seattle magazine

bull 1329 award candidates in the Seattle area were considered for the Five Star Financial Services Professional award 133 (approximately 11 percent of the award candidates) were named 2016 Five Star Financial Services Professionals

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award go to wwwfivestarprofessionalcom

Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2016 Five Star Financial Services Professionals

For more information on the program go to wwwfivestarprofessionalcomFinancial_Servicespdf

DisclosuresResearch




F I N A N C I A L S E R V I C E S P R O F E S S I O N A L S

The Five Star Financial Services Professional award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed with appropriate state or industry licensures 2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the financial services professional has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professionalrsquos consumer complaint process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Accepting new clients 5 One-year client retention rate 6 Five-year client retention rate 7 Number of client households served 8 Recent personal production and performance (industry-specific criteria) 9 Education and professional designationsindustry and board certifications 10 Pro bono and community service work Financial services professionals do not pay a fee to be considered or awarded Once awarded financial services professionals may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 1329 Seattle financial services professionals were considered for the award 133 (11 percent of candidates) were named 2016 Five Star Financial Services Professionals

bull Practice devoted exclusively to estate planning solutionsbull WealthCounsel member (a premier community of estate

planning attorneys)bull LLM in taxation and estate planning (UW honors)bull Licensed in Washington and Oregonbull Customized plans for individuals families professionals and

business ownersbull Our clients receive exceptional service and the guidance

needed to make informed decisionsbull Medical alert cards and worldwide access to important

documents

152 3rd Ave S Ste 107Edmonds WA 98020Phone 425-967-7287

lensoundestateplanningcomwwwsoundestateplanningcom

Protecting Your Loved Ones ~ Your Assets ~ Your Legacy

Leonard A HagenPrincipal JD LLM CPCUreg ARMtrade

A compassionate and skilled attorney Sandy helps people with their wills trusts and probate She is able to put clients at ease while achieving their goals Sandy enjoys skiing biking and spending time with her husband five children and golden doodle


Phone 425-454-3374scairnshansonbakercom

wwwhansonbakercom

Sandy CairnsJD LLM

Financial planning is a holistic approach to financial well-being

mdash Five Star award winner

Want to learn more about Five Star ProfessionalVisit our website to learn more about these and other outstanding award winners at wwwfivestarprofessionalcom

bull FacebookcomFiveStarProfessional

bull TwittercomFiveStarPros

bull LinkedincomCompanyFive-Star-Professional

FIVE STAR PROFESSIONAL

FIND US ONLINE







Estate PlanningElaine Adams Weyburn Fiduciary

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Jared Adams middot Condie amp Adams

Kirsten Ambach middot Karr Tuttle Campbell

Lars Anderson middot Holman Cahill Garrett Ives Oliver amp Andersen

Keith Armstrong middot Strong International Law Group

Kristina Ash middot Smith amp Zuccarini

Timothy Austin middot Betts Austin

Robert Baker middot Socius Law Group

Marc Bateman middot Crosta amp Bateman

Spencer Bergstedt middot North Sound Law

Colonel Betz middot Perkins Coie

Jill Bliss middot Hart Schoener Bliss

Ronald Braley middot Lasher Holzapfel Sperry amp Ebberson

C Dennis Brislawn Jr middot Oseran Hahn

Joshua Brothers middot Dussault Law Group

Lawrence Brown Jr middot Brown amp Sterling

Timothy Burkart middot Kutscher Hereford Bertram Burkart

Teresa Byers middot Garvey Schubert Barer

Nancy Cahill middot Holman Cahill Garrett Ives Oliver amp Andersen

Sandy Cairns middot Hanson Baker Ludlow Drumheller Page 20

Anna Cashman middot Kutscher Hereford Bertram Burkart

Vivien Chang middot Chang Law Group

Craig Coombs middot Coombs Law Firm

Kevin Copp middot Bellevue Wills amp Trusts

Janis Cunningham middot Perkins Coie

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Gilliat SchroederSenior Vice President Financial Advisor Senior Portfolio Manager CIMAreg

Working Together to Help Preserve and Grow Wealth

2012 ndash 2016 winner Gilliat Schroeder Senior Vice President Financial AdvisorPortfolio Manager Certifi ed Investment Management Analystreg

Gilliat Schroeder is a Northwest-based fi nancial advisor and portfolio manager serving a select number of individuals families and businesses Mr Schroeder has 16 years of investment experience all of which are with Morgan Stanley

Gilliat has extensive experience in advising families in aspects of wealth advisory and portfolio management His personal experience and knowledge in asset allocation and portfolio construction are complemented and reinforced through research and industry-leading

thinking from Morgan Stanleyrsquos global investment committee Gilliat completed the Certifi ed Investment Management Analystreg program through the University of Pennsylvaniarsquos Wharton School of Business and received his undergraduate degree at the University of Washington

Gilliat and his wife Lisa have two boys Lucas (7) and Gavin (4) In his spare time Gilliat competes in Ironman triathlons He will be looking to complete his sixth Ironman race this year

601 Union Street Suite 5200 | Seattle WA 98101 Office 206-628-4855 | Toll-free 800-426-7837

gschroedermorganstanleycom | wwwmorganstanleyfacomgschroeder

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THREE-YEAR WINNER


Capital Management







Financial Page 10


























































Direct 425-453-5803Fax 425-453-5802




FOUR-YEAR WINNER






























































































































































Strategies











































































































































































































































2016 Seattle

AwardA Select














DisclosuresResearch










documents








wwwhansonbakercom

Sandy CairnsJD LLM








FIND US ONLINE








Services


































































































































































































































































































Strategies











































































































































































































































2016 Seattle

AwardA Select














DisclosuresResearch










documents








wwwhansonbakercom

Sandy CairnsJD LLM








FIND US ONLINE








Services







































































































































































Strategies











































































































































































































































2016 Seattle

AwardA Select














DisclosuresResearch










documents








wwwhansonbakercom

Sandy CairnsJD LLM








FIND US ONLINE








Services






















































































































































































































































































2016 Seattle

AwardA Select














DisclosuresResearch










documents








wwwhansonbakercom

Sandy CairnsJD LLM








FIND US ONLINE








Services































































































































































2016 Seattle

AwardA Select














DisclosuresResearch










documents








wwwhansonbakercom

Sandy CairnsJD LLM








FIND US ONLINE








Services














































































































































documents








wwwhansonbakercom

Sandy CairnsJD LLM








FIND US ONLINE








Services












































































































































Services






































































































































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