The Team

AGP WEALTH ADVISORS

We help uncertain investors Accumulate, Grow & Protect their personal wealth with our established and rational methods.

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Advisors

Alan Blinn

Alan Blinn

Financial Advisor


alan.d.blinn@ampf.com

425.228.1000

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Cal Poly Pomona, BS in Engineering
CA Insurance #0C94053

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Jason Totedo

Jason Totedo

Financial Advisor


jason.totedo@ampf.com

425.228.1000

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Designations

CFA

Top Areas of Focus

  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

BS in Economics, University of Delaware
CA Insurance #0I26058

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Thomas Nihoul

Thomas Nihoul

Private Wealth Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

BA, Communications, Washington State University, Pullman, WA, MBA, Marketing, Penn State, State College, PA
CA Insurance #0B64848

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Bruno Marques

Bruno Marques

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Tax Planning Strategies

Education

BA in Accountancy , Boise State University, BA in Finance, Boise State University

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Linda Nihoul

Linda Nihoul

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Education

Master - Business Administration from University of Pheonix, 1983, Master - Education from The Pennsylvania State University, 1973, Bachelor of Science from Washington State University, 1971

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Dick Branch

Dick Branch

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
CA Insurance #0F69967

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Frank Carollo

Frank Carollo

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Brigham Young University - 1980 - BS: Finance, Minor: Financial Planning
CA Insurance #0610368

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Daniel J Roberts

Daniel J Roberts

Financial Advisor


dan.j.roberts@ampf.com

360.755.9633

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Designations

ChFC®, CLU®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BA, Accounting and Finance, Central Washington University
CA Insurance #0H85431

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Heidi Walters

Heidi Walters

Financial Advisor

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Designations

CRPC®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies

Education

Western Washington University, Bachelors Degree in Business
CA Insurance #0E90716

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Sharon Wisenburg

Sharon Wisenburg

Financial Advisor

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Designations

CFP®, CDFA™

Top Areas of Focus

  • Divorce Financial Planning

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Kevin Nanthrup

Kevin Nanthrup

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

BA, Western Washington University, Business & Economics

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Todd Montalbo

Todd Montalbo

Financial Advisor


todd.montalbo@ampf.com

800.563.1636

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Education

B.S., University of Alaska Anchorage

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Charles Ker

Charles Ker

Financial Advisor


charles.d.ker@ampf.com

509.777.0803

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Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
CA Insurance #0I22872

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William Evans

William Evans

Financial Advisor


william.evans@ampf.com

800.563.1636

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Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Insurance

Education

BA, Finance and Economics, Central Washington University
CA Insurance #0H76541

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Aaron Smith

Aaron Smith

Financial Advisor


aaron.m.smith@ampf.com

800.563.1636

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Top Areas of Focus

  • Insurance
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

B.A. Business Administration, Finance and Marketing, University of Washington

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Jacob Barnhart

Jacob Barnhart

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution

Education

BA in Sociology, Minor in Criminal Justice, Seattle University 2007, AA in Business, Walla Walla Community College 2013

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Nicholas Albertini

Nicholas Albertini

Financial Advisor

Staff

Griffin Meyers

Griffin Meyers

Operations Director

Matt Swank

Matt Swank

Business Development Director

Martin Smith

Martin Smith

Operations Specialist

Ryen Elves

Ryen Elves

Marketing Manager

Event Planner

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Qualifications

  • Ryen is our resident marketing genius.
  • He works in tandem with Matt from our Renton office.
Amber Webb

Amber Webb

Operations Manager

Harold Thordarson

Harold Thordarson

Client Service Manager

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Qualifications

  • Harold leads our client service team
  • Located in our Renton branch
Michelle Santiago

Michelle Santiago

Client Relationship Manager

Jared Lowe

Jared Lowe

Insurance Specialist

Cathy Nixon

Cathy Nixon

Client Service Coordinator

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Qualifications

  • Cathy is our office manager and head of scheduling department
  • Located in our Renton branch
Brett Ferguson

Brett Ferguson

Client Service Specialist

Amy Besst

Amy Besst

Financial Planning Specialist

Lynette Thompson

Lynette Thompson

Administrative Assistant

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Qualifications

  • Lynette fields all inbound calls to our offices. She is the shining friendly face of our practice!
  • Located in our Renton branch
Becky Nelson

Becky Nelson

Administrative Assistant

Cheri Caldwell

Cheri Caldwell

Client Service Coordinator

Janet Gillies

Janet Gillies

Financial Planning Specialist

Camilla Wright

Camilla Wright

Financial Planning Assistant

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Qualifications

  • Registered CPA
Minta Montalbo

Minta Montalbo

Client Service Specialist

Beth Elkinton

Beth Elkinton

Receptionist

Office Detail

Hours:
8:30 a.m. - 5 p.m.
8:30 a.m. - 5 p.m.
8:30 a.m. - 5 p.m.
8:30 a.m. - 5 p.m.
8:30 a.m. - 5 p.m.