Our financial advice team

Amber enjoys spending time with her husband, daughter, and their dog. They enjoy hiking, camping and traveling together. Their goal as a family is to travel to all 50 states before their daughter turns 18.

Michelle loves spending time with her family and friends traveling, kayaking, hiking, and enjoying life every day!

Jared was born and raised in a small town in South Dakota. He had twins, Iva and Jude, in April 2017. Jared’s hobbies include being outside, walking, and jogging around a nearby lake. When he’s notworking on his health, Jared enjoys planting garden beds on their property. Most of his free time is spent with his children enjoying life.

A fact that most people don’t know about Peter is that he started investing on his own at age15! He’s always had an interest in investments and a passion for helping others. Peter’s hidden talent is that he’s a former competitive swimmer who broke the 100-freestyle record at his high school. Peter still enjoys swimming multiple times a week at his local lap pool. He is also a big fan of all Seattle sports teams.

Ariana was born and raised in Lahaina, Maui. She played softball for 11 years. Ari enjoys getting outside in the sun, especially swimming. Fun fact: Ari competed in collegiate wrestling and won all her matches!

Cassidy attended Boise State University in Idaho, where she majored in finance. While studying at BSU, she was an athlete and an intern for AGP. Upon graduating with her bachelor’s degree, Cassidy relocated to the Seattle area to continue her career with AGP. When she’s not working, Cassidy enjoys playing soccer, hiking, taking fitness classes at the gym, going to concerts, and spending time with friends and family.

Louisa attended Central WA University and brings a wealth of experience as she worked for Ameriprise for over 30 years! She enjoys spending with her two sons trying out new recipes and attending most Seattle sports teams events along with some great concerts. Always up for a new adventure, she has participated innumerous triathlons, marathons and everything in between.

Kai’s favorite season is summer, and he enjoys watersports and other outdoor activities. During most of the year, when it’s not sunny in Seattle, Kai enjoys skiing, going to concerts, watching movies, and reading, among other things. Kai spends as much time as he can with friends and family because his best memories are made with the people he loves.

Jeremy’s family background may look a little different than most, but he looks forward to building a family with his partner. His favorite habit is exercising with a focus on transformative mental health benefits. Jeremy’s interests include mentoring individuals and watching them learn and develop self-confidence. What he loves most about life is learning new things.

Laura loves spending time with her husband and adult children. She also loves, reading, traveling, and enjoying the view from her front deck, which overlooks the mountains and the inside passage of southeast Alaska.

Katie is a wife and mom of two children with a plethora of furry, feathery, and scaley “kids.” She enjoys all things creative and is passionate about refinishing and remodeling (including restoring her vintage 1966 travel trailer, Beatrice!), and honing her self-taught craftsman skills. When she isn’t working, Katie loves spending time with her family, caring for the “kids,” and working on Beatrice!

Parker recently graduated from Washington State University with a finance degree and mathematics and economics minors. He has a sister, Madison, who recently graduated from law school in San Diego and who he is very close with. Parker also has three stepsisters, a stepbrother, and a dog named Benny. In his free time, Parker enjoys going to concerts (mostly rock), reading, and traveling.

Conner has grown up in Washington his whole life. He attended Washington State University, where he majored in finance. Some of Conner’s favorite activities include golfing, going on hikes, fly fishing, or just enjoying the outdoors. On the weekends, Conner loves cheering for his favorite sport teams, which include the Seahawks, Mariners, Kraken, and the WSU Cougs.

Jessica grew up in the Portland, Oregon area. She can’t imagine living anywhere else but loves to travel and visit new places! She also enjoys reading, swimming, camping and kayaking with her spouse.

Caitlin’s family consists of her husband, Vince, and their dog, Foster. She spends much of her free time either at the gym doing HIIT cardio and strength training with friends or running around with Foster outside. Caitlin enjoys driving and goes on multiple road trips each year. She also enjoys a good festival or anything that involves music and food.

Amy has 3 adult children that continue to keep her entertained. In her spare time, she enjoys working on house projects, gardening and painting. On the weekends, you can find her relaxing in the sun by the pool, hosting a BBQ with family & friends or traveling to a sunny destination for relaxation. Amy’s other hobbies include hiking, camping and going for Harley rides in the summer.

Shelly has two grown children and three grandchildren. Her hobbies include crocheting, quilting, reading, and singing. She is also interested in traveling, hanging out with her grandkids, camping, and looking at classic cars. A fun fact about Shelly is that she was born on May 4th, 1964 (5464), and her height is 5’4”,which is 64” (5464). She used that fact when she interviewed to be on The Price is Right.

Nancy, her husband, and son share their home with her in-laws. They have a chocolate lab mix named Buddy - who likes to eat cotton balls and other questionable items (just like Buddy from Elf). Nancy loves spending time with family and friends, hiking, camping, singing, adventuring, and reading good books. She loves talking with people, swapping stories, and working on inner transformation.

Natalie enjoys hiking, rafting, and camping. In 1995 she climbed Mt. Whitney in one day, which is almost 15000 ft. in elevation. She finds joy in gardening and home decorating, which she considers her creative outlets. She also loves music and going to concerts. Natalie has identical twin sons named Collin and Connor, whom she and her ex-husband adopted at the age of one. Natalie also has a bachelor’s degree in psychology.

Angela enjoys hot yoga, hiking, and road trips. She’s learning to play pool and loves going to the movies with her family. You’ll often find her in a quiet coffee shop, engrossed in a good book.

Despite being born and raised in the Pacific Northwest, Nicole prefers indoor activities over being outdoors. She loves reading and exploring new bookstores. Her other interests include going to the movies, cross stitching, cheering for the Seattle Mariners, and planning her next vacation. Fun fact: Nicole’s seen every episode of The Office at least eight times and can recite most of the lines while watching the show.

Cecilia recently moved to the Seattle area from Utah, so she loves visiting local beaches and lakes. Kayaking and paddleboarding have become her new favorite hobbies. Cecilia often spends time with family and friends exploring new areas and watching movies.

In Jacobs free time, you can often find him spending time with his family and friends or staying active, whether that’s working out, hiking, or going on long walks. He is also an avid sports fan. Most nights are spent watching the Seattle Mariners, while every football Sunday is spent watching the Las Vegas Raiders. Jacob loves traveling, especially to any destination that has a beach and warm weather.

Becky is blessed to have seven children and seventeen grandchildren. She loves reading, playing pickleball, biking, hiking, and watching sports. Becky has served as a teacher and youth group leader in her LDS faith for many years. “Faith and family” is her motto.

Sophie graduated from the University of Colorado Boulder with a bachelor’s degree in marketing. She loves spending time outside skiing, watersports, or going on long walks. She also loves trying new things with her friend. Sophie has grown up all over the place, but Seattle is her favorite spot to be.

Isabella was born and raised in Santa Fe, New Mexico, but she moved to Washington in 2018. She enjoys playing video games, working on art projects, and playing with her three-year-old Tuxedo cat, Milo, in her free time. Isabella’s current interests include world history, psychology, and music, and she enjoys researching odd topics in general.

Cody recently graduated from Cal Poly San Luis Obispo with a Bachelor of Science in Finance. Some of his favorite hobbies include snowboarding, golfing, flyfishing, and being outdoors. He's also a big sports fan and loves to cheer on the Seahawks, Mariners, and Golden State Warriors.