Soundview Financial Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Roger Phelps, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Roger Phelps

Financial Advisor

Managing Partner of Soundview Financial Group
Visit Roger Phelps's website
Clinton Campbell, Private Wealth Advisor serving the Bellevue, WA area - Ameriprise Advisors

Clinton Campbell

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Visit Clinton Campbell's website
Dan Campbell, Private Wealth Advisor serving the Bellevue, WA area - Ameriprise Advisors

Dan Campbell

CFP®, ChFC®, CLU®

Private Wealth Advisor

Visit Dan Campbell's website
Paige Mcdonald, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Paige Mcdonald

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Paige Mcdonald's website
Jacom Schallenkamp, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Jacom Schallenkamp

APMA, CRPC

Financial Advisor

Visit Jacom Schallenkamp's website
Guy Clements, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Guy Clements

Financial Advisor

Visit Guy Clements's website
Jana R Braaten, Associate Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Jana R Braaten

Associate Financial Advisor

Visit Jana R Braaten's website
Michael Combs, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Michael Combs

Financial Advisor

Franchise Owner
Visit Michael Combs's website
Sherry Gustin, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Sherry Gustin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sherry Gustin's website
Cynthia Schmiedeknecht, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Cynthia Schmiedeknecht

BFA

Financial Advisor

Visit Cynthia Schmiedeknecht's website

Team

Benjamin Phelps

Benjamin Phelps

Marketing Manager

Soeun Mangkornkeo

Soeun Mangkornkeo

Office Manager,

Client Service Manager

Qualifications

  • Working in financial client service since 1996

Roles & Responsibilities

  • Practice Management
  • Money movement & Transactions
  • Intercompany Account Transfer Coordinator
  • Estate Settlements
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Kimberly Peffley

Kimberly Peffley

Client Relationship Manager

Qualifications

  • Over 30 years customer service and business administration experience

Roles & Responsibilities

  • Office Reception & Administration
  • Client Service Specialist
  • Scheduling Coordinator
  • Client Meeting Preparation & Follow up
  • New Client Onboarding & New Business Processing
  • Project Coordinator
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Charles McDonald

Charles McDonald

Client Relationship Manager

Qualifications

  • B.A. Business with a Finance focus from University of WA, Seattle

Roles & Responsibilities

  • Office Reception & Administration
  • Client Service Specialist
  • Scheduling Coordinator
  • Client Meeting Preparation & Follow up
  • New Client Onboarding & New Business Processing
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