Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
r Professi<br />
Steven Cox ∙ SHC Financial<br />
Barrie Culver ∙ <strong>Wealth</strong> Planning &<br />
Management Group<br />
Cheryl Curran ∙ Merriman<br />
Justin Cykler ∙ AXA Advisors<br />
Stephen Dart ∙ Conlon Dart<br />
Matthew Davis ∙ Ameriprise Financial<br />
Services, Inc.<br />
Mark Dennie ∙ Ameriprise Financial Services,<br />
Inc.<br />
Larry Dime ∙ Morgan Stanley Smith Barney<br />
Allen Doty ∙ Woodbury Financial Services<br />
Russell Dunn ∙ Ameriprise Financial Services,<br />
Inc.<br />
Ray Eads ∙ <strong>Wealth</strong> Management Northwest<br />
Paul Ellis ∙ Merrill Lynch<br />
Matt Englizian ∙ Laird Norton Tyee<br />
Page 16<br />
Brian Evans ∙ BondStreet <strong>Wealth</strong> Management<br />
Dallas Evans ∙ Evans Capital Management<br />
Associates<br />
Paul Fahey ∙ D.A. Davidson<br />
Paul Fahey, Jr. ∙ D.A. Davidson<br />
Lorelle Farber ∙ Pacific Capital Resource<br />
Group Page 36<br />
Dana Ferrell ∙ Ameriprise Financial Services,<br />
Inc.<br />
Kevin Fitzwilson ∙ Coldstream<br />
John Flavin ∙ Synergy Financial Management<br />
Ryan Fleming ∙ Pacific Capital Resource<br />
Group Page 18<br />
Ryan Flynn ∙ Flynn Financial Group<br />
Robert Frey ∙ Lakeside Advisors<br />
Robert Fritton ∙ Morgan Stanley Smith Barney<br />
Charlie Galante ∙ Morgan Stanley Smith<br />
Barney<br />
Maris Galins ∙ MG Financial Page 32<br />
Tommaso Genzale ∙ MetLife<br />
William Gevers ∙ Gevers <strong>Wealth</strong> Management<br />
Michael Glick ∙ Cape Point <strong>Wealth</strong> & Tax<br />
Management<br />
John Grant ∙ Main Street <strong>Wealth</strong> Advisors<br />
Kristofer Gray ∙ Integrity Financial<br />
Corporation<br />
FS 4 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
Award winners listed by primary services and listed alphabetically by last name.<br />
Brant Greene ∙ Ameriprise Financial<br />
Services, Inc. Page 36<br />
David Grenier ∙ Merrill Lynch<br />
Edward Grogan ∙ Summit Financial Group<br />
Page 30<br />
Susan Grosshans ∙ U.S. Bancorp<br />
Page 22 & 32<br />
Laurel Hair ∙ Ameriprise Financial<br />
Services, Inc. Page 20<br />
Melissa Haley ∙ TIAA-CREF<br />
Peter Hamilton ∙ Ameriprise Financial<br />
Services, Inc.<br />
Robert Hamm ∙ Sound Financial Management<br />
Charles Hammond ∙ Cornerstone Advisors<br />
Gregory Hammontree ∙ Key Investment<br />
Services<br />
Bill Hanaford ∙ Financial Network Investment<br />
Corporation<br />
Adnan Haq ∙ Ameriprise Financial Services,<br />
Inc.<br />
Ryan Harrigan ∙ Morgan Stanley Smith<br />
Barney<br />
Amani Harris ∙ Morgan Stanley Smith<br />
Barney Page 14<br />
Mark Harris ∙ Morgan Stanley Smith Barney<br />
Dick Harsin ∙ Harsin <strong>Wealth</strong> Management<br />
Kenneth Hart ∙ Cornerstone Advisors<br />
Kenneth Hasselbalch ∙ Morgan Stanley Smith<br />
Barney<br />
Joseph Hebert ∙ trueNorth Financial<br />
Services Page 31<br />
David Heia ∙ Sage Advisors<br />
Joseph Helms ∙ Ronald Blue & Company<br />
Lawrence Henshaw ∙ Oppenheimer &<br />
Company<br />
David Hill ∙ Sonata Capital Group<br />
Gail Hill ∙ AXA Advisors<br />
David Huang ∙ Merrill Lynch<br />
M. Aime Huff ∙ MWBoone and Associates<br />
David Hutchinson ∙ AXA Advisors<br />
Palash Islam ∙ Synergy Financial Group<br />
John Jacobs ∙ Morgan Stanley Smith Barney<br />
Jacqueline Jacobsen ∙ Morgan Stanley<br />
Smith Barney Page 28<br />
e <strong>Star</strong> Professiona<br />
John James ∙ Quantum Financial Planning<br />
Services<br />
Robert Jamieson ∙ LPL Financial<br />
Ryan Jensen ∙ Ryan Jensen Financial<br />
Daniel Jiyamapa ∙ Lewicki, Jiyamapa &<br />
Associates/Ameriprise Financial Services,<br />
Inc. Page 29<br />
Robert Johnson ∙ Morgan Stanley Smith<br />
Barney<br />
Roger Johnson ∙ Morgan Stanley Smith<br />
Barney<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Jon Jones ∙ Brighton Jones Page 13<br />
Maureen Jones ∙ Financial Network<br />
Investment Corporation<br />
Stephen Juetten ∙ Juetten Personal Financial<br />
Planning<br />
Lori Kaufman ∙ Kaufman Kampe Advisors<br />
Matthew Kelleher ∙ Morgan Stanley Smith<br />
Barney<br />
John Kelly, Jr. ∙ Ameriprise Financial Services,<br />
Inc.<br />
Christopher Kimball ∙ Christopher Kimball<br />
Financial Services<br />
Timothy Kimmel ∙ Paul Ried Financial Group<br />
Laurie Klein ∙ Kaizen Financial Advisors<br />
Aaron Knudsen ∙ Bernstein Global <strong>Wealth</strong><br />
Management<br />
Paul Koenig ∙ Koenig Financial Group<br />
Robert Kovich ∙ Ameriprise Financial<br />
Services, Inc.<br />
Kaycee Krysty ∙ Laird Norton Tyee<br />
Page 16<br />
Daniel Kwon ∙ Cornerstone Advisors<br />
Douglas Lambert ∙ Eagle Strategies<br />
Tait Lane ∙ Triad Financial Strategies<br />
Page 36<br />
Jan Larsen ∙ New York Life Insurance<br />
Melissa Larson ∙ Pacific Capital Resource<br />
Group Page 18<br />
Taeya Lauer ∙ E.K. Riley Investments<br />
Heather Leach ∙ Ameriprise Financial<br />
Services, Inc. Page 17<br />
Kory Leadon ∙ Brighton Jones<br />
Candy Lee ∙ Candy J. Lee Financial Planning<br />
& Money Management<br />
Christopher Lee ∙ RBC <strong>Wealth</strong> Management<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes