Our Team

Founder & Wealth Advisor

Robert Lo, CFA

Robert Lo, CFA

Robert Lo entered the financial industry over 10 years ago with one goal: Help people understand the world of personal finance and make better financial decisions. With a vision to build his firm based on trust and respect, Robert has far exceeded that objective.

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Operations

Clarence Lo

Clarence Lo

Operations Manager

(206) 486-2868

(206) 274-9188

Laura Hansen

Laura Hansen

Client Services Representative

(206) 866-6778

(206) 274-9188

Compliance

Gregory Shoemaker

Gregory Shoemaker

Chief Compliance Officer

(206) 866-6778

(206) 274-9188

Kim Nellesen

Kim Nellesen

Compliance Specialist

(206) 866-6778

(206) 274-9188

Dave Kaplan

Dave Kaplan

Compliance Analyst

(206) 866-6778

(206) 274-9188

Thomas Gooden

Thomas Gooden

Compliance Analyst

(206) 866-6778

(206) 274-9188