At AGP Wealth Advisors, we help our clients Accumulate, Grow, and Protect their personal wealth.


Our advisors

Advisor photo for Randall Linde

Randall Linde

CFP®, CRPC, AAMS

Private Wealth Advisor

Chief Executive Officer of AGP Wealth Advisors
Learn more about Randall Linde
Advisor photo for Alan Blinn

Alan Blinn

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alan Blinn
Advisor photo for James S Bennett Jr

James S Bennett Jr

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Learn more about James S Bennett Jr
Advisor photo for Chad Martindale

Chad Martindale

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chad Martindale
Advisor photo for Martin Mosbacker

Martin Mosbacker

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Martin Mosbacker
Advisor photo for Jeffrey Church

Jeffrey Church

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeffrey Church
Advisor photo for Heidi Smith

Heidi Smith

CRPC, AWMA℠, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Heidi Smith
Advisor photo for Michael Hall

Michael Hall

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Hall
Advisor photo for Lindsay Cleal

Lindsay Cleal

APMA

Financial Advisor

Learn more about Lindsay Cleal
Advisor photo for Ronald Denova

Ronald Denova

CKA®, APMA

Financial Advisor

Certified Kingdom Advisor
Learn more about Ronald Denova
Advisor photo for Donald Lee

Donald Lee

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Donald Lee
Advisor photo for Brett Ferguson

Brett Ferguson

APMA

Financial Advisor

Learn more about Brett Ferguson
Advisor photo for Renata Garbowski

Renata Garbowski

Financial Advisor

Learn more about Renata Garbowski
Advisor photo for Harry L Johnson

Harry L Johnson

APMA

Financial Advisor

Learn more about Harry L Johnson
Advisor photo for Kevin Nanthrup

Kevin Nanthrup

APMA

Financial Advisor

Learn more about Kevin Nanthrup
Advisor photo for Carlos De Imus

Carlos De Imus

JD, APMA

Financial Advisor

Learn more about Carlos De Imus
Advisor photo for Tucker Mjelde

Tucker Mjelde

APMA

Financial Advisor

Learn more about Tucker Mjelde Visit Tucker Mjelde's website
Advisor photo for Thomas Hoover

Thomas Hoover

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Thomas Hoover
Advisor photo for Melanie Finkle

Melanie Finkle

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Melanie Finkle
Advisor photo for Travis Van Dyke

Travis Van Dyke

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Travis Van Dyke
Advisor photo for Brett M Thomas

Brett M Thomas

APMA

Financial Advisor

Learn more about Brett M Thomas
Advisor photo for Aaron Smith

Aaron Smith

CLTC®, ChFC®

Financial Advisor

Insurance Specialist
Learn more about Aaron Smith
Advisor photo for John-Paul Daly

John-Paul Daly

MBA, CLTC®, RICP®, APMA, CDFA®

Financial Advisor

Business Development Specialist
Learn more about John-Paul Daly
Advisor photo for Kevin Wall

Kevin Wall

Financial Advisor

Learn more about Kevin Wall


Our team

Griffin Meyers

Griffin Meyers

Operations Director,

Chief Operating Officer of AGP 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 AGP Wealth Advisors

Qualifications

  • BA and Masters Degree, Eastern Michigan University

Roles & Responsibilities

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

Amber Helms

Operations Manager

Personal Intro

Amber enjoys spending time with her husband, daughter, and two dogs. Amber’s interests include training for AKC competitive obedience and confirmation with Ivy, her family’s flat-coated Retriever. Amber also enjoys hiking, camping, traveling, and their adventures. Their goal as a family is to travel to all 50 states before their daughter turns 18.

Qualifications

  • MBA
  • BA, Finance & Management, University of Washington
  • Series 7
  • Series 66

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.

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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Ryen Elves

Ryen Elves

Marketing Manager

Qualifications

  • BA, Washington State University
  • Digital Marketing, Cornell
  • Google Adwords Certified
  • Promotional Marketing, Bellevue College

Roles & Responsibilities

  • Ryen manages the marketing for AGP from our Renton office.
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Camilla Wright

Camilla Wright

Operations Specialist

Qualifications

  • Certified Public Accountant

Roles & Responsibilities

  • Camilla manages our ProSync Tax division. She specializes in helping select clients and businesses owners with their tax planning needs.
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Darren Handley

Darren Handley

Insurance Specialist

Personal Intro

In his free time Darren loves to travel and as a former BYU athlete is passionate about football.

Roles & Responsibilities

  • Darren manages our ProSync Insurance division. He specializes in creating group healthcare plans for business owners.
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Jared Lowe

Jared Lowe

Insurance Specialist

Personal Intro

Jared was born and raised in a small town in South Dakota. Friends introduced Jared and his spouse, Maxi, in July 2013. They were blessed with twins, Iva and Jude, in April 2017. Jared’s hobbies include being outside, walking, and jogging around a nearby lake. When he’s not working on his health, Jared enjoys planting garden beds on their property. Most of his free time is spent with his children and spouse, enjoying life.

Roles & Responsibilities

  • Jared works in tandem with Aaron on our insurance team.
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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 age 15! 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.

Roles & Responsibilities

  • Peter works from our Bellevue office on 116th.
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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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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 on 116th, Cassidy helps with client service needs.
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Louisa Pardo

Louisa Pardo

Client Service Specialist

Personal Intro

Louisa enjoys spending time with her two sons and her extended family, supporting them in all they do. With two boys, sporting events are regular outings for her family. Soccer, baseball, football you name it, they love it. Louisa also enjoys cooking and trying out new recipes and techniques. She’s had some wonderful successes and real disasters in the kitchen!

Roles & Responsibilities

  • Louisa works from our Bellevue office on 116th.
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Ryan Hert

Ryan Hert

Client Service Specialist

Personal Intro

Originally from Montana, Ryan comes from a family of farmers. He moved to Washington in grade school and earned his degree from Central Washington University. In his free time, you can find Ryan on the golf course, enjoying the outdoors, eating good food, or relaxing with a good book. Ryan is also a Seattle sports fanatic and loves rooting on the hometown teams, whether it be the Mariners, Seahawks, or Kraken.

Roles & Responsibilities

  • Ryan works from our Renton office.
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Michael Whittendale

Michael Whittendale

Client Service Specialist

Personal Intro

Michael is an avid golfer who enjoys playing as much as possible with friends and family, especially during the summer when there’s not much else, he’d rather do on weekends. Apart from golf, Michael enjoys traveling anywhere warm with a beach and looks forward to taking more international vacations in the next few years. On weekends, Michael loves watching football (the Cougs because he went to WSU, and the Seahawks).

Roles & Responsibilities

  • Michael works from our Renton office.
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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.

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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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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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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 Washington office.
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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 puppy named Miles. In his free time, Parker enjoys going to concerts (mostly rock), reading, and traveling.

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Kathleen O’Dell

Kathleen O’Dell

Client Service Specialist

Personal Intro

Born & raised in north-central Montana, Kathleen graduated from The University of Montana with a double major in Economics & Finance. Upon graduation, Kathleen spent 3 years supporting financial advisors in western Montana before joining the AGP team. She is currently pursuing her MBA in Finance through Washington State University. Kathleen enjoys live music, paddleboarding, Thai food, and taking walks with her black lab.

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Conner Elliott

Conner Elliott

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.

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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 fiance.

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Grace Corbin

Grace Corbin

Client Service Specialist

Roles & Responsibilities

  • Grace works from our Portland office.
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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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Amy Besst

Amy Besst

Client Service Coordinator

Personal Intro

Amy is a mom of three kids and two dogs. When she’s not working, she stays busy visiting her two boys at college and watching her youngest daughter play volleyball. On the weekends, Amy enjoys working on house projects, including updating, painting, and gardening. Once that’s done, barbecuing or relaxing in the sun by the pool is usually the plan. Amy’s other hobbies include hiking, camping, and going for Harley rides.

Roles & Responsibilities

  • Amy works with our client service team.
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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 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.

Roles & Responsibilities

  • Shelly works from our Lake Stevens office in Washington.
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Kathi Lydeen

Kathi Lydeen

Client Service Coordinator

Personal Intro

Kathi is married to her wonderful husband of 23 years. She is a proud mother of two adult children: Lance and Jaci. Both her children are married. Lance is an Army nurse; and Jaci is a special ed teacher. Kathi also adores her five beautiful grandchildren. She enjoys gardening and spending time with her extended family.

Roles & Responsibilities

  • Kathi is our Spokane office receptionist and client service coordinator.
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Nancy Tinnin

Nancy Tinnin

Client Service Coordinator

Personal Intro

Nancy and her husband are celebrating their 25th anniversary this year, and what a ride it’s been! Their son, Noah, is currently attending Grand Canyon University in Phoenix. They share their home with her in-laws and have a chocolate lab mix named Buddy who loves to eat cotton balls and other questionable items just like Buddy the Elf! Nancy loves hiking, camping, and reading good books.

Roles & Responsibilities

  • Nancy works from our Portland Oregon 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 15,000 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 primarily with our Oregon clients from our Eugene office.
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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 on 116th.
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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 movies, true crime, sports (mostly the Mariners and Kraken), 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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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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Jacob Linde

Jacob Linde

Client Service Coordinator

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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Lai Tzio

Lai Tzio

Client Service Coordinator

Roles & Responsibilities

  • Lai works from our Portland office.
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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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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 friends and being able to spend time with them. Sophie has grown up all over the place, but Seattle is her favorite spot to be.

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Isabella Bronstein

Isabella Bronstein

Receptionist

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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