Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Clinton Campbell, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

Clinton Campbell

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Learn more about Clinton Campbell Visit Clinton Campbell's website
Justin Harlan, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

Justin Harlan

BFA, CRPC, APMA

Private Wealth Advisor

Chief Operating Officer of Soundview Financial Group
Learn more about Justin Harlan Visit Justin Harlan's website
Liz Ostwald, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Liz Ostwald

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Liz Ostwald Visit Liz Ostwald's website
Christopher J Beierwaltes, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

Christopher J Beierwaltes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher J Beierwaltes Visit Christopher J Beierwaltes's website
Guy Clements, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Guy Clements

Financial Advisor

Learn more about Guy Clements Visit Guy Clements's website
Cynthia Schmiedeknecht, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Cynthia Schmiedeknecht

BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cynthia Schmiedeknecht Visit Cynthia Schmiedeknecht's website
Sherry Gustin, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Sherry Gustin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sherry Gustin Visit Sherry Gustin's website
Dan Campbell, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

Dan Campbell

CFP®, ChFC®, CLU®

Private Wealth Advisor

Learn more about Dan Campbell Visit Dan Campbell's website
Michael Combs, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Michael Combs

Financial Advisor

Franchise Owner
Learn more about Michael Combs Visit Michael Combs's website
Ryne Sorenson, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Ryne Sorenson

Financial Advisor

Learn more about Ryne Sorenson Visit Ryne Sorenson's website
Roger Phelps, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Roger Phelps

CRPC

Financial Advisor

Managing Partner of Soundview Financial Group
Learn more about Roger Phelps Visit Roger Phelps's website
Paige Mcdonald, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Paige Mcdonald

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Paige Mcdonald Visit Paige Mcdonald's website
Ken Kallem, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Ken Kallem

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ken Kallem Visit Ken Kallem's website
Jana R Braaten, Associate Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Jana R Braaten

Associate Financial Advisor

Learn more about Jana R Braaten Visit Jana R Braaten's website
Shawn Hackmann, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Shawn Hackmann

MBA

Financial Advisor

Franchise Owner
Learn more about Shawn Hackmann Visit Shawn Hackmann's website
Jacom Schallenkamp, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Jacom Schallenkamp

APMA, CRPC

Financial Advisor

Learn more about Jacom Schallenkamp Visit Jacom Schallenkamp's website
Holly Coston, Associate Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Holly Coston

CRPC

Associate Financial Advisor

Learn more about Holly Coston Visit Holly Coston's website
Johnette Fulton, Associate Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Johnette Fulton

Associate Financial Advisor

Learn more about Johnette Fulton Visit Johnette Fulton's website

Our team

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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Suzanne Ritchie

Suzanne Ritchie

Financial Planning Assistant,

Client Service Specialist
Lisa Twombly

Lisa Twombly

Client Service Coordinator,

Marketing Manager

Birgit Beierwaltes

Office Manager,

Financial Planning Assistant
Annabelle Koglin

Annabelle Koglin

Client Relationship Manager

Qualifications

  • Over 35 years in Client Care, Sales & Marketing

Roles & Responsibilities

  • Office Reception & Administration
  • Client Care & Data Management
  • Scheduling Coordinator
  • Client Meeting Preparation & Follow Up
  • New Client Processing
  • Event Planning & Management
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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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Silviu Istrate

Silviu Istrate

Client Relationship Manager

Qualifications

  • B.A. Communication
  • Over twenty years of client service experience

Roles & Responsibilities

  • Scheduling Coordinator
  • Client Service Specialist
  • New Client Onboarding
  • Process New Business
  • Office Reception & Administration
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Laura Olson

Executive Assistant

Alexander Beierwaltes

Client Service Coordinator