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, cost-effective financial strategies, designed to help our clients realize their financial goals.

Don O'Donnell, CLU

Executive Vice President – Pacific NW Branch

(206) 956-6201

(206) 956-6202

Donald.ODonnell@Equitable.com

Loren Lo

Senior Vice President - Pacific NW Branch

(206) 956-6226

(206) 956-6202

loren@rpa-nw.com

Ted Balfour, ChFC®

Vice President - Pacific NW Branch

(206) 956-6222

(206) 956-6202

Ted.Balfour@Equitable.com

Hugo Granja Flores

Vice President - Pacific Complex

(503) 889-4447

(503) 228-2064

hugo.granjaflores@equitable.com

Sean Kelleher

Vice President - Pacific NW Branch

(720) 507-1466

(206) 956-6202

Sean.Kelleher@Equitable.com

Aaron Marlow

Vice President - Pacific NW Branch

(206) 956-6249

(206) 956-6202

Aaron.Marlow@Equitable.com

Nathan McVay

Vice President - Pacific NW Branch

(720) 524-3301

(206) 956-6202

Nathan.McVay@Equitable.com

Terry Terrell

Vice President - Pacific NW Branch

(206) 956-6220

(206) 956-6202

Terry.Terrell@Equitable.com

Bryan Tessier

Vice President - Pacific NW Branch

(206) 956-6205

(206) 956-6202

Bryan.Tessier@Equitable.com

Cole Weaver

Vice President - Pacific NW Branch

(720) 502-5207

(206) 956-6202

Cole.Weaver@Equitable.com

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.

Aaron Palmer, CFP

Financial Consultant

(206) 956-6219

(253) 212-0964

aaron.palmer@equitable.com

Aaron Schulz

Financial Consultant

(206) 956-6293

(206) 956-6202

Aaron.Schulz@Equitable.com

Adam Bishop

Financial Consultant

(206) 956-6245

(206) 956-6202

adam@cascadews.com

Adam Harvey, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™ professional

(206) 956-6210

(206) 956-6202

adam.harvey@equitable.com

Aidan Smith

Financial Consultant

(425) 214-5372

(206) 956-6202

Aidan.Smith@Equitable.com

Aidan Collins

Financial Consultant

(425) 436-2471

(206) 956-6202

Aidan.Collins@Equitable.com

Aileen Sarmiento Velasco

Financial Professional

(509) 271-2479

(206) 956-6202

Aileen.Sarmiento-Velasco@Equitable.com

Andrew Kauffold

Financial Consultant

(206) 956-6258

(206) 956-6202

Andrew.Kauffold@Equitable.com

Anthony Brondello

Financial Consultant

(206) 956-6241

(206) 956-6202

Anthony.Brondello@Equitable.com

Arash Borhani

Financial Consultant

(503) 243-4311

(206) 956-6202

Arash.Borhani@Equitable.com

Art Best

Financial Consultant

(425) 214-5480

(206) 956-6202

arthur.best@bestfinancialservices.team

Ashlie Tiffany

Financial Professional

(206) 956-6250

(206) 956-6202

ashlie.harper@equitable.com

Atsuko Zapata-Ninomiya

Financial Consultant

(503) 243-4308

(503) 228-2064

Atsuko.Ninomiya@Equitable.com

Austin Hough

Financial Consultant

(503) 243-4321

(503) 228-2064

Austin.Hough@Equitable.com

Axel Isackson

Financial Consultant

(206) 956-6297

(206) 956-6202

Axel.Isackson@Equitable.com

Bas Van Diepen

Financial Consultant

(425) 214-5363

(206) 956-6202

Bas.VanDiepen@Equitable.com

Benjamin Conner

Financial Consultant

(206) 956-6282

(206) 956-6202

benjamin.conner@equitable.com

Benjamin Ladner

Financial Professional

(360) 731-8727

(206) 956-6202

Benjamin.Ladner@Equitable.com

Brandon MacEachern

Financial Consultant

(503) 889-4440

(503) 228-2064

brandon.maceachern@equitable.com

Brendan Herriman

Financial Consultant

(206) 336-1857

(206) 956-6202

brendan.herriman@equitable.com

Brent Williams

Financial Consultant, Retirement Planning Specialist

(206) 956-6228

(206) 956-6202

brent.williams@equitable.com

Bryce Porter

Financial Professional

(253) 204-1218

206-956-6202

bryce.porter@equitable.com

Cam Sommer

Financial Consultant

(503) 222-9471

(503) 228-2064

Cam@IlluminateFG.com

Carmen Habenicht

Financial Consultant

(206) 956-6246

(206) 956-6202

Carmen.Habenicht@Equitable.com

Carson Davy

Financial Consultant

(425) 214-5371

(206) 956-6202

Carson.Davy@Equitable.com

Cate Simons

Financial Consultant

(503) 889-4423

(503) 228-2064

Cate@IlluminateFG.com

Chandler Edlin

Financial Consultant

(206) 956-6216

(206) 956-6202

chandler@stewartfinancialgroup.com

Charlie Stanton, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

(206) 956-6212

(206) 956-6202

Charlie@CascadeWS.com

Colby Anderson

Financial Consultant

(503) 243-4310

(503) 228-2064

Colby.Anderson@Equitable.com

Crystal St. Germain

Financial Consultant

(425) 214-5379

(206) 956-6202

Crystal.StGermain@Equitable.com

Tommie Lee Bahadoor

Financial Consultant

(206) 956-6206

(206) 956-6202

Cyril.Bahadoor@Equitable.com

Cyrus Asasy

Financial Consultant

(425) 436-2478

(206) 956-6202

cyrus.asasy@equitable.com

Dan Halos, ChFC, CLU

Financial Consultant

(206) 956-6270

(206) 956-6202

Dan@DabynWS.com

Daniel Nash

Financial Consultant

(206) 956-6239

(206) 956-6202

Daniel@CascadeWS.com

Daniel Sawyer

Financial Consultant

(206) 336-1856

(206) 956-6202

Daniel.Sawyer@Equitable.com

Daniel Jang

Financial Consultant

(425) 436-2455

(206) 956-6202

Dan.Jang@CascadeWS.com

Darron Rizer

Financial Consultant

(907) 222-7634

(907) 646-7645

darron.rizer@equitable.com

Dave Fournier

Financial Consultant

(206) 713-2220

(206) 956-6202

david.fournier@equitable.com

David Lenvin

Reitrement Benefits Specialist

(206) 956-6288

(206) 956-6202

David.Lenvin@Equitable.com

David Hutchinson, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

(206) 956-6277

(206) 956-6202

Dave@DabynWS.com

Davis Noblat

Financial Consultant

(425) 214-5366

(206) 956-6202

Davis.Noblat@Equitable.com

Dean Hassan

Financial Consultant

(425) 214-5497

(206) 956-6202

Dean.Hassan@Equitable.com

Dempsey Wheelock

Financial Consultant

(253) 208-2460

(206) 956-6202

Dempsey.Wheelock@Equitable.com

Denny Wong

Financial Consultant

(206) 956-6281

(206) 956-6202

Denny.Wong@Equitable.com

Devin Sume

Financial Consultant

(360) 669-6607

(206) 956-6202

devin.sume@equitable.com

Diony Victorin

Financial Consultant

(206) 956-6284

(206) 956-6202

Diony.Victorin@Equitable.com

Don Kaplan

Financial Consultant

(206) 956-6234

206-956-6202

donald.kaplan@equitable.com

Emily Brooks

Financial Consultant

(425) 214-5494

(206) 956-6202

Emily.Brooks@Equitable.com

Forrest Piatt

Financial Consultant

(206) 956-6227

(206) 956-6202

Forrest.Piatt@Equitable.com

Gail Hill

Financial Consultant, Retirement Planning Specialist

(253) 630-6745

(253) 630-6544

TheFinancialCoach@GailHill.com

Glenn Wanner, CFP®

Financial Consultant

(360) 604-8858

(360) 604-8896

glenn.wanner@equitable.com

Graham Johnson

Financial Consultant

(206) 956-6290

(206) 956-6202

Graham.Johnson@Equitable.com

Grahm Porozni

Financial Consultant

(503) 244-1155

(503) 344-1966

grahm.porozni@equitable.com

Harry Mayo, II

Financial Professional

(206) 956-6202

Harry.Mayo@equitable.com

Heather West

Financial Consultant

(206) 956-6240

(206) 956-6202

heather.west@riverrun-wealth.com

Hiro Mikami

Financial Consultant

(206) 956-6211

(206) 956-6202

hiro.mikami@equitable.com

Jack Harmeyer

Financial Consultant

(425) 753-3727

(206) 956-6202

jack.harmeyer@equitable.com

Jack Robel

Financial Consultant

(206) 450-5577

(206) 956-6202

jack.robel@equitable.com

Jim Meurer

Financial Consultant

(503) 244-1155

(503) 344-1966

Jim@IlluminateFG.com

Jared Johnson

Financial Consultant

(425) 214-5367

(206) 956-6202

jared.johnson@riverrun-wealth.com

Jaycob Kuhman

Financial Consultant

(253) 632-6972

(206) 956-6202

jaycob.kuhman@equitable.com

Jeffrey McIntosh

Financial Consultant

(425) 436-2466

(206) 956-6202

Jeffrey@BrightHarborWM.com

Jeremy Riggs

Financial Consultant

(425) 214-5370

(206) 956-6202

Jeremy.Riggs@Equitable.com

Jimmy Wang

Financial Consultant

(503) 243-4306

206-956-6202

jimmy.wang@equitable.com

John Hosmer

Financial Consultant

(520) 784-1230

(206) 956-6202

john.hosmer@equitable.com

John Thackray

Financial Consultant

(206) 956-6259

(206) 956-6202

John.Thackray@Equitable.com

Jack Douglas

Financial Consultant

(425) 214-5373

(206) 956-6202

John.Douglas@Equitable.com

Jonathan Gratz

Financial Consultant

(206) 956-6215

(206) 956-6202

Jonathan.Gratz@Equitable.com

Luke Pearce

Financial Consultant

(206) 956-6233

(206) 956-6202

Joseph.Pearce@Equitable.com

Joseph Smith, Jr.

Financial Consultant

(206) 542-0492

(206) 956-6202

Joseph.Smith@Equitable.com

Joseph Chiocca, III

Financial Consultant

(206) 956-6218

(206) 956-6202

Joseph.Chiocca@Equitable.com

Justin Cykler, CFP®

Certified Financial Planner™

(206) 956-6285

(206) 956-6202

justin.cykler@equitable.com

Kathleen Steele, CFP® ChFC, CLU

Certified Financial Planner™ Retirement Planning Specialist

(206) 956-6221

(206) 956-6202

kathleen.steele@equitable.com

Katie Kelleher

Financial Consultant

(425) 330-2143

(206) 956-6202

Kathryn.Kelleher@Equitable.com

Kevin Jones

Financial Consultant

(425) 436-2483

(206) 956-6202

Kevin.Jones@Equitable.com

Leanne Plancic

Financial Consultant, Retirement Planning Specialist

(206) 956-6243

(206) 956-6202

leanne.plancic@equitable.com

Leo Hirsch

Financial Consultant

(206) 336-1847

(206) 956-6202

Leo.Hirsch@Equitable.com

Marelle Moehrle

Financial Consultant

(425) 214-5490

(206) 956-6202

Marelle.Moehrle@Equitable.com

Marisa DiLorenzo Davidson

Financial Consultant

(206) 956-6272

(206) 956-6202

marisa@stewartfinancialgroup.com

Matt Braem

Financial Professional

(425) 900-6034

(206) 956-6202

Matthieu.Braem@Equitable.com

Meika Pechin

Financial Consultant

(503) 222-9471

(503) 243-4328

(503) 228-2064

Meika.Pechin@Equitable.com

Mike Phillips

Financial Consultant

(253) 241-1769

(206) 956-6202

Michael.Phillips@Equitable.com

Mitch Maurer, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

(206) 956-6256

(206) 956-6202

Mitchell.Maurer@Equitable.com

Mitchell Cody

Financial Consultant

(503) 222-9471

(503) 228-2064

Mitchell.Cody@Equitable.com

Murphy Butte

Financial Consultant

(503) 243-4313

(206) 956-6202

Murphy.Butte@Equitable.com

Nicholas Bowar

Financial Professional

(425) 214-5482

(206) 956-6202

nicholas.bowar@equitable.com

Nick Rudholm

Financial Consultant

(206) 956-6202

Nick.Rudholm@Equitable.com

Noah Puggarana

Financial Consultant

(503) 243-4317

(503) 228-2064

Noah.Puggarana@Equitable.com

Ola Aje

Financial Consultant

(206) 956-6265

(206) 956-6202

Olamide.Aje@equitable.com

Patrick Preyer

Financial Consultant

(503) 222-9471

(503) 228-2064

Patrick.Preyer@equitable.com

Randy Robichaud, CFP®, AAMS™

Financial Consultant

(425) 436-2453

(206) 956-6202

Randy@WhidbeyWealthMgmt.com

Randy Hurtte, CFP

Financial Consultant, Retirement Planning Specialist

(907) 790-4033

(907) 790-8819

Randy.Hurtte@Equitable.com

Rich Stewart, CFP®, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional Retirement Planning Specialist

(206) 956-6208

(206) 956-6202

Rich@StewartFinancialGroup.com

Riley Reisner

Financial Consultant

(206) 956-6251

(206) 956-6202

Riley.Reisner@equitable.com

Tom Spencer

Financial Consultant

(425) 214-5484

206-956-6202

Robert.Spencer@Equitable.com

Robin Robert, CLU

Financial Consultant

(504) 218-1141

(206) 956-6202

Robin.Robert@Equitable.com

Robyn Hutchinson

Financial Consultant

(206) 956-6276

(206) 956-6202

Robyn@DabynWS.com

Roman Hurt

Financial Consultant

(503) 243-4329

(503) 228-2064

Roman.Hurt@Equitable.com

Ross Martin

Financial Consultant

(503) 222-9471

(503) 228-2064

ross.martin@equitable.com

Ryan Griffith, CFP®, CPFA®

Financial Consultant

(206) 956-6229

(206) 956-6202

Ryan.Griffith@Equitable.com

Samuel Furseth

Financial Consultant

(206) 956-6200

(206) 956-6202

Samuel.Furseth@Equitable.com

Samuel Yoo

Financial Consultant

(503) 889-4433

(503) 228-2064

Samuel.Yoo@Equitable.com

Scott Poetzinger

Financial Professional

(425) 214-5498

(206) 956-6202

Scott.Poetzinger@Equitable.com

Sean Fox

Financial Consultant

(206) 956-6223

(206) 956-6202

Sean.Fox@Equitable.com

Shane Thomas

Financial Consultant

(425) 677-4149

(206) 956-6202

Shane.Thomas@equitable.com

Sheehan Trippel, PhD

Financial Consultant

(206) 736-1610

(206) 956-6202

Sheehan.Trippel@Equitable.com

Paul Webb

Retirement Planning Specialist

(206) 956-6294

(206) 956-6202

Paul@CascadeWS.com

Thomas Cox

Financial Consultant

(425) 436-2479

(206) 956-6202

Thomas.Cox@Equitable.com

Thomas Specht

Financial Consultant

(206) 336-1844

(206) 956-6202

thomas.specht@equitable.com

Thomas Schumacher

Financial Consultant

(206) 956-6269

(206) 956-6202

Thomas.Schumacher@Equitable.com

Thomas Gisler

Financial Consultant

(907) 790-4033

(206) 956-6202

Thomas.Gisler@Equitable.com

Timothy Ibach

Financial Consultant

(206) 956-6286

(206) 956-6202

Tim.Ibach@Equitable.com

Tim Hamby

Financial Consultant

(425) 214-5368

(503) 228-2064

Timothy.Hamby@Equitable.com

Tokiko Uchiyama

Financial Consultant

(817) 235-2555

(206) 956-6202

tokiko.uchiyama@equitable.com

Travis Warnock

Financial Consultant

(253) 709-9629

(206) 956-6202

travis.warnock@equitable.com

Trevor Alger

Financial Consultant

(425) 214-5365

(206) 956-6202

Trevor.Alger@Equitable.com

Troy Haueter

Financial Consultant

(253) 312-1512

(206) 956-6202

troy.haueter@equitable.com

Tyler McCuen

Financial Consultant

(206) 930-2764

(206) 956-6202

Tyler.McCuen@BestFinancialServices.Team

Victoria Hockenbury

Financial Consultant

(425) 214-5499

(206) 956-6202

Victoria.Hockenbury@Equitable.com

Bill Hunt, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™ professional

(206) 956-6244

(206) 956-6202

Bill@CascadeWS.com

Zachary Martinson, CFP®

Financial Consultant

(206) 956-6264

(206) 956-6202

Zach@DabynWS.com

Zachary Tuss

Financial Consultant

(425) 419-8769

(206) 956-6202

zachary.tuss@equitable.com

Zachary Gil

Financial Consultant

(425) 279-3863

(206) 956-6202

Zachary.Gil@Equitable.com

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.