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(800) 642-5686 ex. 1079




Solomon M. Karmel

Partner/Designated Registered Principal & Financial Planner

(425) 454 2285 ext. 1080

Solomon M. Karmel is a Princeton University Ph.D.; former London School of Economics academic; former Puget Sound Business Journal columnist; and Bellevue-based broker-dealer representative, investment consultant, and insurance...

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Christopher P. Lewis

Partner/Private Wealth Consultant

(949) 300-9024

(425) 454-6608

Christopher P. Lewis is a private wealth consultant holding both Series 7 and 66 securities licenses. He is also insurance and annuity licensed in various states. Christopher graduated from Stanford University with a Bachelor’s...

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Chris Minaker

Senior Wealth Manager

(425) 218-9593

(425) 454-6608

Chris Minaker is a senior wealth manager holding SIE, Series 7, and Series 66 securities registrations. Chris attended Stanford University where he earned both his MA and BA with honors. He also competed as member of the baseball team...

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David Rockey

Registered Sales Assistant

425 279-1079

(425) 454-6608

David Rockey, a Bellevue native, studied business and economics at Washington State University. Beginning his career in consumer and mortgage lending, he became a registered broker in time to experience the 1987 stock market crash, the...

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Luke Okada

Senior Client Services Associate

(805) 390-1014

(425) 454-6608