A TEAM OF SPECIALISTS. WORKING FOR YOU.

No financial advisor—no matter how knowledgeable—will ever have all the answers for you. There are simply too many decisions, complexities, and changes to laws, markets, and tax strategies, for any single person or small team to fully understand how to maximize all your opportunities.

Our team of over 80 wealth advisors, CERTIFIED FINANCIAL PLANNERTMprofessionals, and specialists collaborate with your CPA, attorney, and other trusted professionals to guide you through the many complex financial decisions you’ll face throughout your lifetime.

That’s why, when you work with us, you gain access to a team of specialists across the many areas of financial planning that may touch your wealth. Our specialists provide detailed and actionable advice in essential areas such as estate and tax planning strategies, building passive income streams, business owner and executive compensation planning, investments that go beyond the typical Wall Street push of just stocks and bonds (including Socially Responsible, Environmental, Social, Governance investments), real estate, trusts services, and charitable giving strategies.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

“Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it.” -Andy Rooney

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Our advisors

Erin Scannell

CFP®, CLU®, ChFC®, AAMS®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Learn more about Erin Scannell Visit Erin Scannell's website

Randall Linde

CFP®, CRPC, AAMS®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Learn more about Randall Linde Visit Randall Linde's website

Colin Sands

CRPC, CLTC®, ChFC®, AAMS®, RICP®, APMA®

Private Wealth Advisor

Managing Partner of Heritage Wealth Advisors
Learn more about Colin Sands Visit Colin Sands's website

Mark Joern

CRPC

Private Wealth Advisor

Learn more about Mark Joern Visit Mark Joern's website

Kathy Hobart

AIF®, CIMA®

Private Wealth Advisor

Certified Investment Management Analyst®
Learn more about Kathy Hobart Visit Kathy Hobart's website

Daniel Polson

CFP®, CRPC

Private Wealth Advisor

Learn more about Daniel Polson Visit Daniel Polson's website

Steve Bealey

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Steve Bealey Visit Steve Bealey's website

Amy Schwab

CFP®, CLTC®, CRPC, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Amy Schwab Visit Amy Schwab's website

Lindsey Maphumulo

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Lindsey Maphumulo Visit Lindsey Maphumulo's website

Steven Fox

CRPC, APMA®

Private Wealth Advisor

Learn more about Steven Fox Visit Steven Fox's website

Brian Van Houten

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Van Houten Visit Brian Van Houten's website

Isaac Walter

CRPC, APMA®

Private Wealth Advisor

Learn more about Isaac Walter Visit Isaac Walter's website

James S Bennett Jr

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Learn more about James S Bennett Jr Visit James S Bennett Jr's website

Martin Mosbacker

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Martin Mosbacker Visit Martin Mosbacker's website

Chad Martindale

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Chad Martindale Visit Chad Martindale's website

Brett Ferguson

APMA®

Private Wealth Advisor

Learn more about Brett Ferguson Visit Brett Ferguson's website

Thomas S Robbins

MSFP, CFP®, CRPC, APMA®, ChFC®, CLU®, MPAS

Private Wealth Advisor

Learn more about Thomas S Robbins Visit Thomas S Robbins's website

Jeffrey Church

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeffrey Church Visit Jeffrey Church's website

Heidi Smith

CRPC, AWMA®, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Heidi Smith Visit Heidi Smith's website

Kevin Nanthrup

APMA®

Private Wealth Advisor

Learn more about Kevin Nanthrup Visit Kevin Nanthrup's website

Tanveer Khabra

APMA®

Financial Advisor

Learn more about Tanveer Khabra Visit Tanveer Khabra's website

Michael Hall

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Michael Hall Visit Michael Hall's website

Anthony Ryan

MBA

Financial Advisor

Learn more about Anthony Ryan Visit Anthony Ryan's website

Kim W Hoversten

MBA, ChFC®, CFP®

Financial Advisor

Learn more about Kim W Hoversten Visit Kim W Hoversten's website

Dipali Amin

JD, CFP®

Financial Advisor

Managing Director of Heritage Wealth Advisors
Learn more about Dipali Amin Visit Dipali Amin's website

Carly A Fischbach

CFA®

Financial Advisor

Learn more about Carly A Fischbach Visit Carly A Fischbach's website

Michael Eberly

APMA®

Financial Advisor

Learn more about Michael Eberly Visit Michael Eberly's website

Lindsay Cleal

APMA®

Financial Advisor

Learn more about Lindsay Cleal Visit Lindsay Cleal's website

Ronald Denova

CKA®, APMA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Ronald Denova Visit Ronald Denova's website

Ryan Hert

APMA®

Financial Advisor

Learn more about Ryan Hert Visit Ryan Hert's website

Samuel DeSautel

CFP®

Financial Advisor

Learn more about Samuel DeSautel Visit Samuel DeSautel's website

Suzanne Kitchen

CFP®, APMA®, CRPC

Financial Advisor

Practice Manager
Learn more about Suzanne Kitchen Visit Suzanne Kitchen's website

Brett M Thomas

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brett M Thomas Visit Brett M Thomas's website

Thomas Hoover

MBA, CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Thomas Hoover Visit Thomas Hoover's website

Travis Van Dyke

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Travis Van Dyke Visit Travis Van Dyke's website

Carlos De Imus

JD, APMA®

Financial Advisor

Learn more about Carlos De Imus Visit Carlos De Imus's website

Renata Garbowski

APMA®

Financial Advisor

Learn more about Renata Garbowski Visit Renata Garbowski's website

Jenna Binsfeld

CFA®

Financial Advisor

Learn more about Jenna Binsfeld

Michael Whittendale

APMA®

Financial Advisor

Learn more about Michael Whittendale Visit Michael Whittendale's website

Melanie Finkle

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Melanie Finkle Visit Melanie Finkle's website

Tucker Mjelde

APMA®

Financial Advisor

Learn more about Tucker Mjelde Visit Tucker Mjelde's website

Jennifer MacKerchar

CRPC, APMA®

Financial Advisor

Learn more about Jennifer MacKerchar Visit Jennifer MacKerchar's website

Aaron Smith

CLTC®, ChFC®, CLU®, APMA®

Financial Advisor

Insurance Specialist
Learn more about Aaron Smith Visit Aaron Smith's website

John-Paul Daly

MBA, RICP®, APMA®

Financial Advisor

Business Development Specialist
Learn more about John-Paul Daly Visit John-Paul Daly's website

Clay Harrison

Financial Advisor

Business Development Director
Learn more about Clay Harrison Visit Clay Harrison's website

Jeremy Hoffman

APMA®, CSRIC®

Financial Advisor

Investment Specialist
Learn more about Jeremy Hoffman Visit Jeremy Hoffman's website

Todd R Pfutzenreuter

Financial Advisor

Franchise Owner
Learn more about Todd R Pfutzenreuter Visit Todd R Pfutzenreuter's website

Tyler Hogan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Tyler Hogan Visit Tyler Hogan's website

Roger Mc Dougall

Financial Advisor

Franchise Owner
Learn more about Roger Mc Dougall Visit Roger Mc Dougall's website


Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Griffin Meyers

Griffin Meyers

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors

Qualifications

  • BS, Business, State University of New York College at Buffalo

  • Series 7

  • Series 66

Roles & Responsibilities

  • Griffin oversees all operations of AGP Wealth Advisors from our Renton Office
  • Member of the Investment Committee
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Matt Swank

Matt Swank

Business Development Director,

Managing Partner of Heritage Wealth Advisors

Qualifications

  • BA and Masters Degree, Eastern Michigan University

Roles & Responsibilities

  • Matt works with all our offices to develop professional networks.
  • Manager of our advisor team
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Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President of Heritage Wealth Advisors
Derric Walker

Derric Walker

Operations Director

Kara Scannell

Kara Scannell

Marketing Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Amber Helms

Amber Helms

Operations Manager

Personal Intro

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.

Qualifications

  • MBA, Northwest Nazarene University

  • BA, Finance & Management, University of Washington

  • Series 7

  • Series 66

  • Washington State Life and Disability Insurance

Roles & Responsibilities

  • Amber manages our support staff team, and works from our Renton office
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Michelle Santiago

Michelle Santiago

Client Relationship Manager

Personal Intro

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

Qualifications

  • 18 years of financial customer service

  • SHRM-CP

Roles & Responsibilities

  • Michelle works from our Renton office, overseeing our administration team. Michelle also helps to ensure a smooth transition for clients joining AGP
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Anne Pettingill

Anne Pettingill

Client Relationship Manager

Darren Handley

Darren Handley

Insurance Specialist

Personal Intro

Darren travels often across the Northwest, servicing our group benefit clients. He enjoys spending time with his wife (School Teacher) and 5 children (including triplets) and 4 Grandchildren. He also works out 6 days a week and likes to golf and coach/watch/support his kids competing in various sports. Darren is a former athlete at BYU and very briefly with the Philadelphia Eagles before beginning his “real” career.

Qualifications

  • Darren has been in the financial industry for over 32 years

  • BS, Brigham Young University, Psychology/Communications

  • Series 6

  • Series 7

  • Series 63

  • Series 66

Roles & Responsibilities

  • Darren works remotely from his office in Draper, Utah.
  • Darren works with our business owner clients to assist with their group employee benefit plans, both existing and new plans.
  • Darren works with Amy to service and establish benefit plans that fit the needs of our clients.
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Jared Lowe

Jared Lowe

Insurance Specialist

Personal Intro

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.

Roles & Responsibilities

  • Jared works in tandem with Aaron on our insurance team.
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Kelly Fox

Kelly Fox

Practice Manager,

Executive Assistant
Lexi McPike

Lexi McPike

Marketing Manager

Sophia Jaksha

Sophia Jaksha

Marketing Specialist

Personal Intro

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.

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Crystina Nguyen

Crystina Nguyen

Financial Planning Specialist

Ariana Badua

Ariana Badua

Financial Planning Specialist

Personal Intro

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!

Roles & Responsibilities

  • Ariana works from our Bellevue office
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Callahan Wales

Callahan Wales

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Kristy Heise

Kristy Heise

Financial Planning Specialist

Sean McCabe

Sean McCabe

Financial Planning Specialist

Zach Wilder

Zach Wilder

Financial Planning Specialist

Amber Johnson

Amber Johnson

Financial Planning Analyst,

Paraplanner
Keean Benson

Keean Benson

Financial Planning Analyst

Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Peter Doolittle

Peter Doolittle

Investment Specialist

Personal Intro

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.

Qualifications

  • BS, Financial Economics, University of Redlands

  • Series 7

  • Series 66

Roles & Responsibilities

  • Peter works from our Bellevue office
  • Member of Investment Committee
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David Mattson

David Mattson

Investment Manager

Henry Kooy

Henry Kooy

Investment Specialist

Ryan Churchfield

Ryan Churchfield

Investment Specialist

Tiphanie Means

Tiphanie Means

Investment Specialist,

Paraplanner
Aadnya Ujagare

Aadnya Ujagare

Investment Specialist

Stephen Webb

Stephen Webb

Investment Specialist

Chasidy Simpson

Chasidy Simpson

Client Service Manager

Trina Umeobi

Trina Umeobi

Client Service Manager

Cassidy Richmond

Cassidy Richmond

Client Service Specialist

Personal Intro

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.

Qualifications

  • BBA, Finance, Boise State University

  • Series 7

  • Series 63

  • Series 65

  • Washington State Life and Disability Insurance

Roles & Responsibilities

  • Working from our Bellevue office, Cassidy helps with client service needs
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Cody Laing

Cody Laing

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Cody works from our Renton office
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Conner Elliott, APMA

Conner Elliott, APMA

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • APMA
  • Series 7
  • Series 66
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Chelsea Pagoaga

Chelsea Pagoaga

Client Service Specialist

Grace Corbin

Grace Corbin

Client Service Specialist

Roles & Responsibilities

  • Grace works from our Portland office
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Jacob Linde

Jacob Linde

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Jacob works from our Renton office
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Jennifer Rico

Jennifer Rico

Client Service Specialist

Jeremy Meneray

Jeremy Meneray

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Jeremy works from our Bellevue office
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Jessica Trout

Jessica Trout

Client Service Specialist

Personal Intro

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.

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Kai Hapke

Kai Hapke

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Kai works from our Bellevue office
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Kani Cassens

Kani Cassens

Client Service Specialist

Katie Bennett

Katie Bennett

Client Service Specialist

Personal Intro

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!

Roles & Responsibilities

  • Katie works from our Lake Stevens office.
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Laura Guerrero

Laura Guerrero

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Laura works from our Ketchikan office as a client service specialist
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Louisa Pardo

Louisa Pardo

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Louisa splits her time between our Bellevue and Renton offices.
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Mandisa Trader

Mandisa Trader

Client Service Specialist

Parker Kneadler

Parker Kneadler

Client Service Specialist

Personal Intro

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.

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Patience Calvetti

Patience Calvetti

Client Service Specialist

Tami Bretz

Tami Bretz

Client Service Specialist

Kayleen Rex

Kayleen Rex

Client Service Manager

Gaby Liang

Gaby Liang

Client Relationship Manager

Adilene Gil

Adilene Gil

Client Service Coordinator,

Receptionist
Amy Besst

Amy Besst

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Amy helps with our client service needs
  • Amy works in tandem with Darren on our Group Health Insurance benefits
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Angela Atwood

Angela Atwood

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Angela works from our Bellevue office
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Becca Sincich

Becca Sincich

Client Service Coordinator,

Receptionist
Caitlin Corson

Caitlin Corson

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Caitlin works from our Bend office
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Cecilia Dietz

Cecilia Dietz

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Cecilia works from our Bellevue office
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Elizabeth Loyola Torres

Elizabeth Loyola Torres

Client Service Coordinator,

Receptionist
Isabella Bronstein

Isabella Bronstein

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Isabella works from our Renton office.
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Lai Tzio

Lai Tzio

Client Service Coordinator

Roles & Responsibilities

  • Lai works from our Portland office
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Megan Silbernagel

Megan Silbernagel

Client Service Coordinator

Nancy Tinnin

Nancy Tinnin

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Nancy works from our Portland office
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Natalie Hoag

Natalie Hoag

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Natalie works from our Eugene office
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Nicole Lewis

Nicole Lewis

Client Service Coordinator

Personal Intro

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.

Roles & Responsibilities

  • Nicole works from our Renton Office
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Reyne Putnam

Reyne Putnam

Client Service Coordinator

Shelly Mosbacker

Shelly Mosbacker

Client Service Coordinator

Personal Intro

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 has a '57 Chevy that's been in her family since 1958 and she loves to do some of her own work on it.

Roles & Responsibilities

  • Shelly works from our Lake Stevens office
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Veronica Reagan

Client Service Coordinator

Meg McGowan

Meg McGowan

Operations Director,

Client Service Manager

Qualifications

  • Bachelor of Arts in Communication Studies, Minor in Public Relations from Kutztown University of Pennsylvania

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Alisa Sands

Alisa Sands

Operations Specialist

Becky Nelson

Becky Nelson

Operations Specialist

Personal Intro

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.

Roles & Responsibilities

  • Becky is the AGP Wealth Advisors accountant. She works from our Renton office.
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Callie Wurst

Callie Wurst

Operations Specialist,

Paraplanner
Christina Ryan

Christina Ryan

Operations Specialist,

Executive Assistant
Libby Schwichtenberg

Libby Schwichtenberg

Operations Specialist

Meg Kyle

Meg Kyle

Operations Manager

Stephanie Macias Flores

Stephanie Macias Flores

Client Service Specialist

Phil Browning

Phil Browning

Operations Specialist

Sydney Howieson

Sydney Howieson

Operations Specialist,

Paraplanner
Christine Fuchsel

Christine Fuchsel

Executive Assistant,

Client Concierge
Oona Peterson

Oona Peterson

Administrative Assistant

Reya Dave

Reya Dave

Intern

Shannon Pfutzenreuter

Shannon Pfutzenreuter

Administrative Assistant