Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
o<br />
r Professi<br />
e <strong>Star</strong> Professiona<br />
Two-Year<br />
Winner<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Two-Year<br />
Winner<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Two-Year<br />
Winner<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
Two-Year<br />
<strong>Five</strong><br />
Winner<br />
<strong>Star</strong> Profes<br />
<strong>Star</strong><br />
Two-Year<br />
Pr<br />
Winner<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
Rick Egan<br />
1420 5th Ave., Ste. 2200<br />
Seattle, WA 98101<br />
Office: (206) 224-5636<br />
Cell : (206) 658-7684<br />
RickE@Cadence-WM.com<br />
Managing Member<br />
Rick has been an advisor exclusively to<br />
individuals, small business owners and<br />
families since 1998. He specializes in holistic,<br />
fee-based financial planning and investment<br />
management services and is focused on<br />
exceeding his clients' expectations.<br />
Investment Advisory and <strong>Wealth</strong> Management Services o ered through<br />
Cadence <strong>Wealth</strong> Management, LLC, a registered investment adviser in the<br />
state of Washington. Rick has been a CERTIFIED FINANCIAL PLANNER practitioner<br />
since 2003 and holds a Master of Science in Finance and Applied Economics.<br />
Brant O. Greene<br />
19793 Hamilton Ct. NE, Ste. 101<br />
Poulsbo, WA 98370<br />
Office: (360) 697-4600<br />
brant.o.greene@ampf.com<br />
ameripriseadvisors.com/brant.o.greene<br />
Title: Financial Advisor<br />
Designations: CFP®, CRPC®, MBA<br />
Brant has more than 16 years of experience as<br />
a financial advisor. He provides personalized<br />
service and customized advice with a focus on<br />
retirement income planning and investment<br />
management.<br />
Investors should conduct their own evaluation of a nancial professional<br />
as working with a nancial advisor is not a guarantee of future nancial<br />
success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.<br />
Darren Horejsi<br />
UnionBanc<br />
Investment Services<br />
1201 Third Ave., Ste. 900<br />
Seattle, WA 98101<br />
Office: (206) 587-4768<br />
Toll-free: (800) 356-6650<br />
darren.horejsi@unionbank.com<br />
www.unionbank.com<br />
Sr. Financial Advisor<br />
<strong>Wealth</strong> can provide opportunities but also<br />
create significant challenges. Successful<br />
people often fail to address the complexity of<br />
their wealth. I’ll work with you to create and<br />
implement a customized strategy to help you<br />
achieve your goals and dreams.<br />
UnionBanc Investment Services LLC is a registered broker-dealer, investment<br />
advisor, member FINRA/SIPC, and subsidiary of Union Bank, N.A.<br />
NOT FDIC Insured NO Bank Guarantee MAY Lose Value<br />
FS 36 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
Duke Eide<br />
2606 116th Ave. NE, Ste. 200<br />
Bellevue, WA 98004<br />
Phone: (425) 629-1990, Ext. 1931<br />
deide@sweeneyconrad.com<br />
www.sweeneyconrad.com<br />
Tax Partner<br />
Duke has been with Sweeney Conrad since<br />
1999. He provides a full range of tax planning<br />
and compliance for both individuals and<br />
businesses, with a focus on real estate and<br />
high-net-worth clients. He enjoys helping<br />
clients to achieve their financial goals.<br />
Charter Harrison<br />
925 Fourth Ave., Ste. 3900<br />
Seattle, WA 98104<br />
Phone: (206) 493-1683<br />
Toll-free: (888) 567-6297<br />
charrison@mwrinc.com<br />
Senior Vice President<br />
Charter has provided individuals, families,<br />
businesses, foundations and endowments<br />
solid investment advice and personal<br />
portfolio management since 1992.<br />
MWR's equity research team and bond<br />
desk help to provide a solid foundation and<br />
quality services.<br />
McAdams Wright Ragen, Inc., Member SIPC, is a registered brokerdealer<br />
and investment advisor.<br />
Tait Lane<br />
22525 SW 64th Pl., Ste. 200<br />
Issaquah, WA 98027<br />
Phone: (425) 392-2200<br />
Tait@triad-fs.com<br />
www.triad-fs.com<br />
As an independent wealth advisor, I’m helping<br />
my clients meet their financial goals and<br />
objectives through our three core strengths.<br />
We offer comprehensive financial and<br />
retirement planning solutions, proactive<br />
investment and risk-management services,<br />
and tax and estate planning strategies.<br />
Securities o ered through LPL Financial, Member FINRA/SIPC.<br />
W<br />
I<br />
N<br />
N<br />
E<br />
R<br />
Lorelle Farber<br />
10900 NE 8th St., Ste. 1550<br />
Bellevue, WA 98004<br />
Direct: (425) 214-0432<br />
lfarber@pcrg.com<br />
www.lorellefarber.com<br />
Financial Advisor, CRPC®<br />
Working for your loved ones and your business by<br />
helping to build, maintain and protect your wealth,<br />
with more than 30 years' experience. Financial<br />
planning is lifestyle planning, working with<br />
families, nonmarried couples and small businesses.<br />
Registered Representative of, and Securities and Investment Advisory<br />
Services o ered exclusively through, Hornor, Townsend & Kent, Inc.,<br />
a Registered Investment Advisor, member FINRA/SIPC. Paci c Capital<br />
Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and<br />
is a licensed insurance agency. A2JC-0221-17E2.<br />
James R. Harvey<br />
5612 17th Ave. NW<br />
Seattle, WA 98107<br />
Phone: (206) 283-2345<br />
j.harvey@opus111group.com<br />
www.opus111group.com<br />
Titles: President, CIMA®, CPWA®<br />
Jim provides tailored investment and<br />
wealth management solutions for “C”-level<br />
executives, individuals, families, foundations,<br />
endowments, corporate clients. He guest<br />
lectures at Stanford, Berkeley and Wharton<br />
on manager selection and investment policy<br />
design.<br />
Securities And Investment Advisory Services O ered Through KMS<br />
Financial Services, Inc.<br />
Chun K. Lee<br />
LPL Financial<br />
152 Third Ave. S, Ste. 102<br />
Edmonds, WA 98020<br />
Office: (425) 670-6595<br />
Toll-free: (800) 347-3953<br />
chun.lee@lpl.com<br />
www.lpl.com/chun.lee<br />
CERTIFIED FINANCIAL PLANNER <br />
Chun has 20 years of retirement, investment<br />
and insurance planning experience. He<br />
builds long-term client relationships with<br />
excellent service and personalized advice.<br />
Securities O ered Through LPL Financial Member FINRA/SIPC.
Change language