Broker Check

Our team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our managers

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, co

Equitable has been helping our clients plan for their best financial future, using a team approach for over 161 years.

Don  O'Donnell

Don O'Donnell, CLU

President - Pacific Complex

(206) 956-6201

(206) 956-6202

Loren  Lo

Loren Lo

Senior Vice President - Pacific Complex

(206) 956-6226

(206) 956-6202

Ted Balfour

Ted Balfour, ChFC®

Vice President - Pacific Complex

(206) 956-6222

(206) 956-6202

Trevor  Fultz

Trevor Fultz

Vice President - Pacific Complex

(206) 956-6217

206-956-6202

Hugo Granja Flores

Hugo Granja Flores

Vice President - Pacific Complex

(401) 626-0105

(503) 228-2064

John Hosmer

John Hosmer

Vice President - Pacific Complex

(520) 784-1230

(206) 956-6202

Kevin Jones

Kevin Jones

Vice President - Pacific Complex

(206) 728-2400

(206) 956-6202

Sean Kelleher

Sean Kelleher

Vice President - Pacific Complex

(425) 903-0784

(206) 956-6202

Aaron  Marlow

Aaron Marlow

Vice President - Pacific Complex

(360) 590-1409

(206) 956-6202

Nathan  McVay

Nathan McVay

Vice President - Pacific Complex

(509) 944- 1470

(206) 956-6202

Lauren  Smith

Lauren Smith

Vice President - Pacific Complex

(503) 243-4328

(503) 228-2064

Terry  Terrell

Terry Terrell

Vice President - Pacific Complex

(206) 956-6220

(206) 956-6202

Bryan  Tessier

Bryan Tessier

Vice President - Pacific Complex

(206) 728-2400

(206) 956-6202

Cole Weaver

Cole Weaver

Vice President - Pacific Complex

(206) 437-5879

(206) 956-6202

Our professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located [geographical location offices are located in], we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Cyrus Asasy

Cyrus Asasy

Financial Consultant

(425) 436-2478

(206) 956-6202

Adam Bishop

Adam Bishop

Financial Consultant

(206) 956-6245

(206) 956-6202

Murphy Butte

Financial Consultant

(206) 728-2400

(206) 956-6202

Craig  Clark

Craig Clark

Financial Consultant

(206) 956-6290

(206) 956-6202

Thomas Cox

Thomas Cox

Financial Consultant

(425) 436-2479

(206) 956-6202

Justin  Cykler

Justin Cykler, CFP®

Certified Financial Planner™

(206) 956-6285

(206) 956-6202

Dan  Halos

Dan Halos, ChFC, CLU

Financial Consultant

(206) 604-2136

(206) 956-6202

Ashlie Harper

Ashlie Harper

Financial Professoinal

(206) 956-6250

(206) 956-6202

Adam Harvey

Adam Harvey, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™

(206) 956-6210

(206) 956-6202

Troy Haueter

Troy Haueter

Financial Consultant

(253) 312-1512

(206) 956-6202

Gail  Hill

Gail Hill

Financial Consultant, Retirement Planning Specialist

(206) 728-2400

(253) 630-6544

Leo Hirsch

Leo Hirsch

Financial Professoinal

(206) 336-1847

(206) 956-6202

Bill Hunt

Bill Hunt, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™ professional

(206) 956-6244

(206) 956-6202

Randy  Hurtte

Randy Hurtte, CFP

Financial Consultant, Retirement Planning Specialist

(907) 790-4033

(907) 790-8819

Robyn Hutchinson

Robyn Hutchinson

Financial Consultant

(206) 956-6276

(206) 956-6202

David  Hutchinson

David Hutchinson, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

(206) 956-6277

(206) 956-6202

Tim Ibach

Tim Ibach

Financial Consultant

(206) 956-6286

(206) 956-6202

Daniel  Jang

Daniel Jang

Financial Consultant

(425) 436-2455

(206) 956-6202

Steve Kang

Steve Kang

Financial Professoinal

(206) 728-2400

(206) 956-6202

David Lenvin

David Lenvin

Reitrement Benefits Specialist

(206) 956-6288

(206) 956-6202

Ross Martin

Ross Martin

Financial Consultant

(503) 222-9471

(503) 228-2064

Mitch Maurer

Mitch Maurer, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

(206) 728-2400

(206) 956-6202

Jim  Meurer

Jim Meurer

Financial Consultant

(503) 244-1155

(503) 344-1966

Hiro Mikami

Hiro Mikami

Financial Consultant

(206) 956-6211

(206) 956-6202

Dan Nash

Dan Nash

Financial Consultant

(206) 956-6239

(206) 956-6202

Tyler Norby

Tyler Norby

Financial Consultant

(425) 214-5364

(206) 956-6202

Ana Orona

Ana Orona

Financial Professoinal

(209) 601-0056

(206) 956-6202

Luke Pearce

Luke Pearce

Financial Consultant

(206) 956-6233

(206) 956-6202

Meika  Pechin

Meika Pechin

Financial Consultant

(503) 222-9471

(503) 228-2064

Leanne Plancic

Leanne Plancic

Financial Consultant, Retirement Planning Specialist

(206) 956-6243

(206) 956-6202

Patrick Preyer

Financial Professoinal

(503) 222-9471

(503) 228-2064

Darron Rizer

Darron Rizer

Financial Consultant

(907) 222-7634

(907) 646-7645

Jack Robel

Jack Robel

Financial Consultant

(206) 450-5577

(206) 956-6202

Nick Rudholm

Nick Rudholm

Financial Consultant

(206) 728-2400

(206) 956-6202

Cate Simons

Cate Simons

Financial Consultant

(503) 889-4423

(503) 228-2064

Cam Sommer

Cam Sommer

Financial Consultant

(503) 222-9471

(503) 228-2064

Charlie  Stanton

Charlie Stanton, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

(206) 956-6212

(206) 956-6202

Kathleen Steele

Kathleen Steele, CFP® ChFC, CLU

Certified Financial Planner™ Retirement Planning Specialist

(206) 956-6221

(206) 956-6202

Rich  Stewart

Rich Stewart, CFP®, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional Retirement Planning Specialist

(206) 956-6208

(206) 956-6202

Zach  Tuss

Zach Tuss

Financial Consultant

(425) 419- 8769

(206) 956-6202

Paul  Webb

Paul Webb

Retirement Planning Specialist

(206) 956-6294

(206) 956-6202

Heather West

Heather West

Financial Consultant

(206) 956-6240

(206) 956-6202

Brent  Williams

Brent Williams

Financial Consultant, Retirement Planning Specialist

(206) 956-6228

(206) 956-6202

Shawn Miller

Financial Professional

(206) 728-2400

(206) 956-6202

Mike Phillips

Mike Phillips

Financial Consultant

(206) 956-6202

Robin Robert, CLU

Financial Consultant

(206) 956-6202

Dan Sawyer

Dan Sawyer

Financial Consultant

(206) 336-1856

(206) 956-6202

Denny Wong

Denny Wong

Financial Consultant

(206) 956-6281

(206) 956-6202

Bryce Porter

Bryce Porter

Financial Professional

(253) 204-1218

206-956-6202

Cameron  Hunt

Cameron Hunt

Financial Professional

(425) 214-5362

206-956-6202

Devin Sume

Devin Sume

Financial Professional

(360) 669-6607

(206) 956-6202

Don Kaplan

Don Kaplan

Financial Professional

(206) 956-6234

206-956-6202

Elijah Chen

Elijah Chen

Financial Professional

206-956-6202

Harry Mayo II

Harry Mayo II

Financial Professional

206-956-6202

Henry  Webb

Henry Webb

Financial Consultant

(206) 956-6202

Jimmy  Wang

Jimmy Wang

Financial Professional

(503) 243-4306

206-956-6202

Nathan  Mayer

Nathan Mayer

Financial Professional

206-956-6202

Ren   Miura

Ren Miura

Financial Professional

206-956-6202

Sam Yoo

Sam Yoo

Financial Professional

(503) 889-4433

(503) 228-2064

Shane Thomas

Shane Thomas

Financial Professional

(206) 956-6255

206-956-6202

Zach  Gil

Zach Gil

Financial Professional

(425) 279 - 3863

206-956-6202

Our Staff

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.

David Carroll

David Carroll, FLMI

CHIEF OPERATIONS OFFICER - PACIFIC COMPLEX

(206) 956-6260

206-956-6260

René Clardy

René Clardy

LEAD MANAGER - BRANCH CONTROLS

(503) 243-4303

(503) 228-2064

Layla Cull

Layla Cull

EXECUTIVE ASSISTANT TO THE PACIFIC COMPLEX PRESIDENT

(206) 956-6213

(206) 956-6202

Young Kim-Mitowski

Young Kim-Mitowski

EXECUTIVE ASSISTANT TO THE PACIFIC COMPLEX SENIOR VICE PRESIDENT

(503) 243-4314

(503) 228.2064

Marianna Burns

Marianna Burns

RECRUITING MANAGER - PACIFIC COMPLEX

(206) 956-6214

Baoyen McIntosh

Baoyen McIntosh

OFFICE COORDINATOR, SEATTLE BRANCH

(206) 956-6265

206-956-6202

Seth  Levenson

Seth Levenson

ADVISOR SUPPORT COORDINATOR

(206) 956-6266

(206) 956-6202

Chris O'Brien

Chris O'Brien

TECH LEAD FOR THE PACIFIC COMPLEX

(206) 956-6262

206-956-6202

Boris  Zrnic

Boris Zrnic

BRANCH CONTROLS SUPERVISOR

(206) 956-6253

(206) 956-6202