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Financial Advocates Team
Financial Advocates is more than a company name, it’s our way of doing business!
We are a sincere advocate for a way of doing business that is honest, respectful and directed entirely toward the goal of creating and maintaining successful partnerships.
Each of the professionals shown on this page has specific areas of individual expertise. When they come together to work side-by-side, sharing experience, challenges, techniques and solutions they embody the culture of Financial Advocates.
Financial Advocates Staff
A-D E-H I-L M-T U-Z
President
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 402
FAX: (360) 866-6920
E-Mail: gary@financialadvocates.com
Principal; Relationship Manager
Financial Advocates
Office: (360) 866-2345
Cell: (206) 595-8965
FAX: (866) 433-1617
E-Mail: matt@financialadvocates.com
Operations and Compliance Coordinator
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 401
FAX: (360) 866-6920
E-Mail: tferko@financialadvocates.com
Operations Support
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 400
FAX: (360) 866-6920
E-Mail: khartman@financialadvocates.com
LPL Registered Principal
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 410
FAX: (360) 866-6920
E-Mail: bhoffman@financialadvocates.com
LPL Registered Principal
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 951-1823
FAX: (360) 918-9505
E-Mail: brian.kerrigan@lpl.com
Virtual Assistant
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 x415
FAX: (360) 918-9514
E-Mail: rkerrigan@financialadvocates.com
Virtual Assistant
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 411
FAX: (360) 866-6920
E-Mail: jstagner@financialadvocates.com
COO
Financial Advocates
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 407
FAX: (360) 866-6920
E-Mail: avlach@financialadvocates.com
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Financial Advisors
A-D E-H I-L M-P Q-T U-Z
LPL Financial Advisor
2000 Village Green Drive #12, Mill Creek, WA 98012
Office: (425) 948-6532
FAX: (425) 585-0958
E-Mail: john.aaronson@lpl.com
LPL Financial Advisor
White Pine Wealth Management
610 W. Hubbard, Suite 215, Coeur d’Alene, ID 83814
Office: (208) 292-4631
Fax: (208) 292-4635
E-Mail: brian.babb@lpl.com
LPL Financial Advisor
Best Wealth Strategies
600 108th Ave NE, Suite 1014, Bellevue, WA 98004
Office: (425) 246-2873
Fax: (866) 224-7377
E-Mail: marlin.baker@lpl.com
Insurance Broker
Bamford LTC Financial Services, LLC
1700 Cooper Point Rd SW, A-3, Olympia, WA 98502
Office: (360) 943-9698
FAX: (360) 786-6906
E-Mail: bruce.bamford@lpl.com
LPL Financial Advisor
Heritage Investment Services
201 5th Ave SW, Olympia, WA 98501
Office: (253) 570-7372 x8112
FAX: (360) 943-8046
E-Mail: MBatt@Heritagebankwa.com
LPL Financial Advisor
Cornerstone Financial Services, LLC
2121 70th Ave. W, Suite A, University Place, WA 98466
Office: (253) 756-2003
FAX: (253) 756-2001
E-Mail: baberger@cfs-wa.com
Website: http://www.cfs-wa.com
LPL Financial Advisor
Gesa Financial Solutions
51 Gage Blvd, Richland, WA 99352
Office: (509) 378-3383
Fax: (509) 943-7383
E-Mail: ebriggs@gesa.com
LPL Financial Advisor
1045 N. Grand Avenue, Suite A, Pullman, WA 99163
Office: (800) 488-8101
FAX: (866) 687-0910
E-Mail: lynn.brix@lpl.com
LPL Financial Advisor
Seattle Metropolitan Financial Services
801 3rd Ave, Suite #101, Seattle, WA 98104
Office: (206) 398-5707
Direct: (206) 398-5798
FAX: (206) 398-5517
E-Mail: bruce.brundige@lpl.com
LPL Financial Advisor
Laurus Wealth Management
201 NE Park Plaza Drive, Suite 145, Vancouver WA 98684
Office: (360) 514-8300
Fax: (360) 514-8303
E-Mail: michaelb@lwmllc.com
Website: http://www.lwmllc.com
LPL Financial Advisor
McSwain Financial Services, LLC
222 Capital Way North, Olympia, WA 98501
Office: (360) 528-8153
FAX: (360) 357-4633
E-Mail: sharla.cameron@lpl.com
LPL Financial Advisor
ClearPoint Financial
720 Olive Way, Suite 1605, Seattle WA 98101
Office: (206) 962-2000
Fax: (206) 204-9216
E-Mail: carpenterp@clearpoint.com
Program Manager
BECU Investment Services
12770 Gateway Dr, 1015-1, Tukwila, WA 98168
Office: (800) 233-2328 *1*5266
Direct: (206) 812-5266
FAX: (206) 439-5770
E-Mail: ccereghino@becu.org
Website: http://www.becu.org
LPL Financial Advisor
3050 NW Taylor Ave, Corvallis, OR 97330
Office: (541) 230-1988
Fax: (541) 230-1781
E-Mail: douglas.conrad@lpl.com
LPL Financial Advisor
SHC Financial Group
2018 156th Ave NE, Bellevue, WA 98007
Office: (503) 972-3221
E-Mail: steve.cox@lpl.com
LPL Financial Consultant
William Craig Financial Consultant
1601 Cooper Point Road NW, Olympia, WA 98502
Office: (360) 866-2345 ext. 421
FAX: (360) 918-9521
E-Mail: william.craig@lpl.com
LPL Financial Advisor
BECU Investment Services
11127 Evergreen Way S, Everett, WA 98204
Office: (800) 233-2328
FAX: (425) 514-5401
E-Mail: tcrawford@becu.org
Website: http://www.becu.org
LPL Financial Advisor
BECU Investment Services
12770 Gateway Dr, 1015-1, Tukwila, WA 98168
Office: (800) 233-2328
FAX: (206) 439-5770
E-Mail: mdukes@becu.org
Website: http://www.becu.org
LPL Financial Advisor
Trinity Wealth Strategies
15724 SW Willow Court, Sherwood, OR 97140
Office: (503) 822-0122
Fax: (503) 706-9782
E-Mail: lizabeth.durrell@lpl.com
Managing Director
Tallus Capital Management
705 5th Ave S. Suite 110, Seattle, WA 98104
Office: (206) 805-6901
FAX: (206) 805-6904
E-Mail: John@TallusWM.com
Website: http://TallusWM.com
LPL Financial Advisor
Olympic Investment Center
619 Bay Street, Port Orchard, WA 98366
Office: (360) 895-6429
E-Mail: afinnigan@kitsapbank.com
LPL Financial Advisor
Channel Financial
4800 Olson Memorial Highway, Suite 150, Golden Valley MN 55422
Office: (763) 231-7541
Fax: (952) 908-9090
E-Mail: tfitzpatrick@channel-financial.com
LPL Financial Advisor
1601 Cooper Point Rd NW, Olympia, WA 98502
Office: (360) 866-2345 x420
FAX: (360) 866-6920
E-Mail: kristen.fourtner@lpl.com
LPL Financial Advisor
ClearPoint Financial Partners
5007 Suffolk Court, Granite Bay, CA 95746
Office: (916) 709-5937
E-Mail: patrick.gainer@lpl.com
LPL Financial Advisor
1750 112th Ave NE, Suite D253, Bellevue WA 98004
Office: (425) 458-9101
Fax: (425) 452-1224
E-Mail: mark.ghaly@lpl.com
LPL Financial Advisor
ClearPoint Financial
600 108th Ave NE, Suite 1014, Bellevue WA 98004
Office: (206) 905-8110
E-Mail: pgrutzner@clearpoint401k.com
LPL Financial Advisor
Channel Financial
4800 Olson Memorial Highway, Suite 150, Golden Valley MN 55422
Office: (612) 327-1122
E-Mail: mgulseth@channel-financial.com
LPL Financial Advisor
Harrington Financial Services
3101 Simpson Ave, Hoquiam, WA 98550
Office: (360) 533-8542
FAX: (360) 532-8048
E-Mail: deatra.harrington@lpl.com
LPL Financial Advisor
SHC Financial Group
4800 Meadows Road, Suite 300, Lake Oswego OR 97035
Office: (503) 972-3220 x3216
E-Mail: preston.hart@lpl.com
Certified Financial Planner™
Quadriga Financial
1317A Prentice Drive, Healdsburg, CA 95448
Office: (707) 491-1030
FAX: (707) 723-3008
E-Mail: john.herrguth@lpl.com
LPL Financial Advisor
11232 115th Ave NE, Lake Stevens, WA 98258
Office: (425) 355-8805
E-Mail: samantha.hicks@lpl.com
LPL Financial Advisor
895 Country Club Road, Suite A-150, Eugene, OR 97401
Office: (541) 343-1420
E-Mail: k.higgins@lpl.com
LPL Financial Advisor
Laurus Wealth Management
201 NE Park Plaza Drive, Suite 145, Vancouver WA 98684
Office: (360) 514-8300
Fax: (360) 514-8303
E-Mail: philip.hopkins@lpl.com
LPL Financial Advisor
BECU Investment Services
12770 Gateway Dr., 1015-1, Tukwila, WA 98168
Office: (206) 817-4309
FAX: (206) 439-5770
E-Mail: bhuber@becu.org
Website: http://www.becu.org
LPL Financial Consultant
Jackman Wealth Management
388 State St, STE 100, Salem OR 97301
Office: (503) 990-6830
E-Mail: robert.jackman@lpl.com
LPL Financial Advisor
Creative Wealth Management, LLC
11560 SW 67th Avenue 212W, Portland, OR 97223
Office: (503) 778-0545
E-Mail: tammy.jacobs@lpl.com
LPL Financial Advisor
152 Third Ave. S, Suite #102-BR#1, Edmonds, WA 98020
Office: (425) 670-6595
E-Mail: robert.jamieson@lpl.com
LPL Financial Consultant
12709 16th Ave SE, Everett, WA 98208
Office: (425) 357-6383
FAX: (425) 379-2778
E-Mail: neal.jeans@lpl.com
LPL Financial Consultant
Creative Wealth Management, LLC
11560 SW 67th Avenue 212W, Portland, OR 97223
Office: (503) 319-5156 (Cell)
E-Mail: jonathan.johansen@lpl.com
LPL Financial Advisor
Desert Schools Financial Services
148 North 48th St., Phoenix, AZ 85034
Office: (602) 336-5500
E-Mail: david.jones@desertschools.org
LPL Financial Consultant, CPA
11706 NE 103rd Place, Kirkland, WA 98083-2564
Office: (206) 669-3696
FAX: (425) 828-3089
E-Mail: jim.jung@lpl.com
LPL Financial Advisor
ClearPoint Financial
4357-D Montgomery Drive, Santa Rosa CA 95405
Office: (888) 557-6471
E-Mail: kristina.keck@lpl.com
LPL Financial Advisor
Matteson Investment Services
121 SW Salmon, 11th Floor, Portland OR 97204
Office: (503) 244-0813
E-Mail: teriannkruse@mattesoninvest.com
Managing Director
Tallus Wealth Management
705 5th Ave S. Suite 110, Seattle, WA 98104
Office: (206) 805-6901
Direct: (360) 908-1337
FAX: (206) 805-6904
E-Mail: Robert@TallusWM.com
Website: http://TallusWM.com
LPL Financial Advisor
530 Center St. NE, Suite 415, Salem OR 97301
Office: (503) 364-9358
E-Mail: james.kuxhaus@lpl.com
LPL Financial Advisor
12535 15th Ave NE, Suite 212, Seattle, WA 98125-4095
Office: (206) 363-9999
Direct: (877) 363-9994
FAX: (206) 363-9988
E-Mail: brett.lewis@lpl.com
LPL Financial Advisor
Tallus Capital Management
705 5th Ave S Suite 110, Seattle, WA 98104
Office: (206) 805-6901
FAX: (206) 805-6904
E-Mail: Andre@TallusWM.com
Website: http://TallusWM.com
LPL Investment Representative
BECU Investment Services
12770 Gateway Dr, 1015-1, Tukwila, WA 98168
Office: (800) 233-2328
FAX: (206) 439-5770
E-Mail: brian.locke@becu.org
Website: http://www.becu.org
LPL Financial Advisor
8546 25th Ave NW, Seattle, WA 98117
Office: (206) 781-5526
FAX: (206) 781-8826
E-Mail: kenneth.lubkowski@lpl.com
LPL Financial Advisor
Community Financial Center
2948 Olympic Hwy N, Shelton, WA 98584
Office: (360) 432-5201
FAX: (360) 432-5202
E-Mail: mark.mager@lpl.com
LUTCF
Caroline Manger Insurance
222 Capitol Way North, Suite 109-D, Olympia, WA 98501
Office: (360) 705-2479
FAX: (360) 705-2498
E-Mail: caroline.manger@lpl.com
LPL Financial Advisor
True Financial
400 112th AVE NE #200, Bellevue, WA 98004
Office: (425) 454-4015
Fax: (425) 453-5286
E-Mail: lee@truefinancial.us
LPL Financial Advisor
The Heestand Company
5441 SW Macadam Ave, Suite 301, Portland OR 97239
Office: (503) 248-0561
E-Mail: mary@heestand.com
LPL Investment Consultant
Matteson Investment Resources
121 SW Salmon, 11th Floor, Portland, OR 97204
Office: (503) 227-9800
E-Mail: kirkmatteson@mattesoninvest.com
LPL Financial Planner
19109 36th Avenue West, Suite 210, Lynnwood, WA 98036
Office: (425) 774-8819 ext. 112
FAX: (425) 774-8873
E-Mail: elizabeth.mcdermott@lpl.com
LPL Financial Advisor
Channel Financial
4800 Olson Memorial Highway, Suite 150, Golden Valley, MN 55422
Office: (763) 231-7535
E-Mail: jmcdonald@channel-financial.com
LPL Financial Consultant
McK Financial Services
15171 SW Bangy Rd Suite 137, Lake Oswego, OR 97035
Office: (503) 601-5055
FAX: (503) 601-5060
E-Mail: ladd.mckittrick@lpl.com
LPL Financial Advisor
BECU Investment Services
12770 Gateway Drive, Tukwila, WA 98168
Office: (206) 439-5973
E-Mail: lance.nekota@becu.org
LPL Financial Consultant
295 North 1st St, Saint Helens, OR 97051
Office: (503) 348-3868
FAX: (503) 397-1137
E-Mail: jeff.nelson@lpl.com
LPL Financial Advisor
JPS Wealth Management
11560 SW 67th Ave, Suite 210W, Portland OR 97223
Office: (971) 340-4832
Fax: (503) 467-5576
E-Mail: john.newton@lpl.com
LPL Financial Advisor
12535 15th Ave, Suite 214, Seattle WA 98125
Office: (206) 364-2954
E-Mail: Karin.nilsson@lpl.com
LPL Financial Consultant
19109 36th Ave W. #210, Lynnwood, WA 98036
Office: (425) 774-8819
E-Mail: peter.oh@lpl.com
LPL Financial Advisor
Tallus Capital Management
2101 4th Ave, Suite 710, Seattle WA 98121
Office: (206) 673-4680
E-Mail: terrance@talluswm.com
LPL Financial Advisor
ClearPoint Financial
720 Olive Way, Suite 1700, Seattle WA 98101
Office: (888) 557-6471
E-Mail: overbeyk@clearpoint.com
LPL Financial Advisor
BECU Investment Services
11127 Evergreen Way S, Everett WA 98204
Office: (800) 233-2328
FAX: (425) 514-5401
E-Mail: jpang@becu.org
Website: http://www.becu.org
LPL Financial Advisor
12310 NE 8th Street, Bellevue, WA 98005
Office: (425) 974-1775
E-Mail: david.parker@lpl.com
LPL Financial Consultant
4660 NE Belknap Ct., Ste 111, Hillsboro, OR 97124
Office: (503) 681-4819
FAX: (503) 640-6271
E-Mail: belinda.petshow@lpl.com
LPL Financial Advisor
Cornerstone Financial Services, LLC
2121 70th Ave. W, Suite A, University Place, WA 98466
Office: (253) 756-2003
FAX: (253) 756-2001
E-Mail: wtpickles@cfs-wa.com
Website: http://www.cfs-wa.com
LPL Financial Advisor
ClearPoint Financial
109142 Alexa Lane, Huntington Beach, CA 92648
Office: (949) 633-2353
E-Mail: jason.prattes@lpl.com
LPL Financial Advisor
BECU Investment Services
12770 Gateway Dr, 1015-1, Tukwila, WA 98168
Office: (800) 233-2328
FAX: (206) 439-5770
E-Mail: mrackner@becu.org
Website: http://www.becu.org
LPL Financial Advisor
True Financial
400 112th Ave NE, Suite 200, Bellevue, WA 98004
Office: (425) 454-4015
E-Mail: rob@truefinancial.us
LPL Financial Advisor
16125 Juan-Wood Way NE #2006, Bothell, WA 98011
Office: (425) 939-1158
E-Mail: robert.reamer@lpl.com
LPL Financial Advisor
Channel Financial
4800 Olson Memorial Highway, Suite 150, Golden Valley, MN 55422
Office: (763) 231-7535
E-Mail: eronning@channel-financial.com
LPL Financial Advisor
188 South Main St., Colfax, WA 99111
Office: (509) 397-4659
FAX: (509) 397-4259
E-Mail: cotton.sears@lpl.com
LPL Investment Advisor Representative
JPS Wealth Management
11560 SW 67th Avenue 210W, Portland, OR 97223
Office: (971) 340-4832
FAX: (503) 467-5576
E-Mail: jocelyn.servignat@lpl.com
LPL Financial Advisor
SHC Financial Group
4800 Meadows Road, Suite 300, Lake Oswego OR 97035
Office: (503) 972-3220
E-Mail: jim.siegfried@lpl.com
LPL Financial Advisor
4357-D Montgomery Drive, Santa Rosa, CA 95405
Office: (707) 579-4300
E-Mail: frank.sites@lpl.com
LPL Wealth Advisor, Investment Consultant
12522 SE 4th Place, Bellevue, WA 98005
Office: (206) 375-2249
FAX: (425) 453-5439
E-Mail: thomas.speer@lpl.com
LPL Financial Advisor
Channel Financial
4800 Olson Memorial Highway, Suite 150, Golden Valley, MN 55422
Office: (763) 231-7535
E-Mail: dstewart@channel-financial.com
LPL Financial Advisor
BECU Investment Services
11127 Evergreen Way S, Everett, WA 98204
Office: (800) 233-2328
FAX: (425) 514-5401
E-Mail: jsuarez@becu.org
Website: http://www.becu.org
LPL Financial Consultant
4660 NE Belknap Ct., Ste 111, Hillsboro, OR 97124
Office: (503) 648-6073
FAX: (503) 648-6709
E-Mail: karen.sweeney@lpl.com
LPL Financial Advisor
211 E 1st Street, Cle Elum, WA 98922
Office: (509) 674-4886
E-Mail: eric.terrill@lpl.com
LPL Financial Advisor
Tallus Wealth Management
705 5th Ave S, Suite 110, Seattle WA 98104
Office: (206) 838-2900
E-Mail: marshall.thomas@talluswm.com
LPL Financial Advisor
Fit Financial
805 Aerovista Place, Suite 103, San Luis Obispo, CA 93401
Office: (805) 547-2009
Fax: (805) 547-2003
E-Mail: melinda.thomas@lpl.com
LPL Financial Advisor
ClearPoint Financial
215 Commerical Street, 4th Floor, Portland, ME 04101
Office: (207) 899-2552
E-Mail: mtuell@clearpoint401k.com
LPL Financial Advisor
Veliz Financial Management, LLC
708 Broadway, Ste 110, Tacoma, WA 98402
Office: (253) 284-5700
FAX: (253) 284-5701
E-Mail: jose.veliz@lpl.com
LPL Financial Advisor
BECU Investment Services
12770 Gateway Dr, 1015-1, Tukwila, WA 98168
Office: (800) 233-2328
FAX: (206) 439-5770
E-Mail: svertrees@becu.org
Website: http://www.becu.org
LPL Financial Advisor
Laurus Wealth Management
201 NE Park Plaza Drive, Suite 145, Vancouver WA 98684
Office: (360) 514-8300
E-Mail: walt.warren@lpl.com
LPL Financial Advisor
Tallus Capital Management
2010 4th Ave, Suite 710, Seattle WA 98121
Office: (206) 673-3544
Fax: (877) 614-5234
E-Mail: shawn@talluswm.com
LPL Financial Advisor
105 8th Ave SE, Olympia WA 98501
Office: (360) 515-0636
Fax: (360) 515-0637
E-Mail: thomas.wilder@lpl.com
LPL Investment Advisor Representative
Gesa Credit Union
825 Goethals Dr, Richland, WA 99352
Office: (509) 378-3382
FAX: (509) 943-7382
E-Mail: rwilson@gesa.com
LPL Financial Advisor
Wilson NW Financial
1845 US Highway 93 S, Suite 206, Kalispell, MT, 59901
Office: (406) 270-0044
E-Mail: robert.g.wilson@lpl.com
LPL Financial Advisor
Tribune Wealth Management
10200 SW Greenberg Rd, Ste 300, Portland OR 97223
Office: (503) 603-0880
FAX: (971) 223-4728
E-Mail: eric.wishan@lpl.com
LPL Financial Advisor
530 Center St. NE, Suite 415, Salem OR 97301
Office: (503) 364-9405
E-Mail: travis.withers@lpl.com
LPL Personal Financial Planner
19109 36th Avenue West, Suite 210, Lynnwood, WA 98036
Office: (425) 774-8819 ext. 102
FAX: (425) 774-8873
E-Mail: john.wong@lpl.com
Wealth Mentor
Susan Youngsman & Co.
7500 212th St. SW, Suite 117, Edmonds, WA 98026
Office: (425) 670-6500
FAX: (425) 670-6533
E-Mail: susan.youngsman@lpl.com
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