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



Our advisors

Advisor photo for Clinton Campbell

Clinton Campbell

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Learn more about Clinton Campbell Visit Clinton Campbell's website
Advisor photo for Justin Harlan

Justin Harlan

CRPC, BFA, APMA

Private Wealth Advisor

Chief Operating Officer of Soundview Financial Group
Learn more about Justin Harlan Visit Justin Harlan's website
Advisor photo for Liz Ostwald

Liz Ostwald

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Liz Ostwald Visit Liz Ostwald's website
Advisor photo for Christopher J Beierwaltes

Christopher J Beierwaltes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher J Beierwaltes Visit Christopher J Beierwaltes's website
Advisor photo for Cynthia Schmiedeknecht

Cynthia Schmiedeknecht

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cynthia Schmiedeknecht Visit Cynthia Schmiedeknecht's website
Advisor photo for Sherry Gustin

Sherry Gustin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sherry Gustin Visit Sherry Gustin's website
Advisor photo for Ryne Sorenson

Ryne Sorenson

CRPC

Financial Advisor

Learn more about Ryne Sorenson Visit Ryne Sorenson's website
Advisor photo for Roger Phelps

Roger Phelps

CRPC

Financial Advisor

Managing Partner of Soundview Financial Group
Learn more about Roger Phelps Visit Roger Phelps's website
Advisor photo for Paige Mcdonald

Paige Mcdonald

CFP®, APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Paige Mcdonald Visit Paige Mcdonald's website
Advisor photo for Ken Kallem

Ken Kallem

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ken Kallem Visit Ken Kallem's website
Advisor photo for Jana R Braaten

Jana R Braaten

Associate Financial Advisor

Learn more about Jana R Braaten Visit Jana R Braaten's website
Advisor photo for Shawn Hackmann

Shawn Hackmann

MBA

Financial Advisor

Franchise Owner
Learn more about Shawn Hackmann Visit Shawn Hackmann's website
Advisor photo for Jacom Schallenkamp

Jacom Schallenkamp

APMA, CRPC

Financial Advisor

Learn more about Jacom Schallenkamp Visit Jacom Schallenkamp's website
Advisor photo for Holly Coston

Holly Coston

CRPC

Financial Advisor

Learn more about Holly Coston Visit Holly Coston's website
Advisor photo for Johnette Fulton

Johnette Fulton

BFA

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

Operations Manager,

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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Laura Olson

Executive Assistant