COMPANY OVERVIEW

Meet Our Team

EXECUTIVES


 

Gary Campbell

Founder, Chief Strategy Officer

Angela Vlach

President and Chief Executive Officer

BUSINESS DEVELOPMENT


 

Frank Gambardella

Business Development Consultant

Cathy Fenimore

Business Development Consultant

Sieg Johnson

Portfolio Analyst

COMPLIANCE


 

Neil Lance

Director, Compliance

Reza Dekhani

Compliance Analyst

Terry Cleman

Compliance Analyst

CLIENT CARE


 

Kerry Prichard

Director, Client Care

Geneva Foster

Client Care Specialist

Rease Morin

Client Care Specialist

Tim Jones

Client Care Coordinator

Kendra Vandervort

Client Care Specialist

Taryn Weiks

Client Care Specialist

Chelsie Kane

Client Care Specialist

FAIM/HYBRID RIA


 

Doug Whittle

Chief Compliance Officer, FAIM

Jill Lanzi

RIA Compliance and Operations Coordinator 

Heather Pratt

FAIM Operations Director

Molly Semingson

FAIM Compliance & Operations Manager

INFORMATION TECHNOLOGY


 

Jeremiah Francis

Director, Information Technology

Eliseo Dill

Information Technology Associate

ACCOUNTING & ANALYTICS


 

Gail Gateley

Director, Accounting

Samantha Fairbairn

Accounting & Analytics Associate

EXECUTIVE ASSISTANT


 

Maria Edwards

Executive Assistant

BRANCH DEVELOPMENT


 

Soliman Popal

VP, Branch Development

Joshua Larson

Recruiting Specialist

MARKETING


 

April Smith

Director, Marketing

HEADQUARTERS
1601 Cooper Point Road NW
Olympia, Washington 98502
BUSINESS DEVELOPMENT OFFICE
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value

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