Team
Solomon M. Karmel
Partner/Designated Registered Principal & Financial Planner
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...
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...
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...
Luke Okada is a non-registered senior client service associate. He is from Ventura County, California and attended a local community college where he earned his associate degree in business administration. After earning his associate...