Our values are integrity, excellence, service, and relationships.


Our advisors

Dan Jiyamapa, Private Wealth Advisor serving the Bellevue, WA area - Ameriprise Advisors

Dan Jiyamapa

APMA®, AWMA®, CRPC®, CLTC®

Private Wealth Advisor

President of Allegiance Wealth Management
Learn more about Dan Jiyamapa Visit Dan Jiyamapa's website
Steven Jennings, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Steven Jennings

BFA, CLTC®

Financial Advisor

Vice President of Allegiance Wealth Management
Learn more about Steven Jennings Visit Steven Jennings's website
Chase Ferderer, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Chase Ferderer

BFA, CLTC®

Financial Advisor

Vice President of Allegiance Wealth Management
Learn more about Chase Ferderer Visit Chase Ferderer's website
Jennifer Heise, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Jennifer Heise

CRPC®, BFA

Financial Advisor

Learn more about Jennifer Heise Visit Jennifer Heise's website
R Pasha Horiuchi, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

R Pasha Horiuchi

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about R Pasha Horiuchi Visit R Pasha Horiuchi's website

Our team

Deb Clapp

Deb Clapp

Client Concierge,

Marketing Specialist
Caitlyn Richter

Caitlyn Richter

Client Service Specialist

Andrew May

Andrew May

Client Service Specialist

Lee Brawerman

Lee Brawerman

Investment Specialist

Brent Waller

Brent Waller

Client Service Specialist

Janet Miletta

Janet Miletta

Client Service Specialist

Joel Lehman

Joel Lehman

Client Service Specialist

Mike Stepan

Mike Stepan

Practice Manager

Mike Okerlund

Mike Okerlund

Financial Planning Specialist