Experience That inspires confidence

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kurt J. Owen

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Portfolio Manager
206-287-8722

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Registered States:
AK, AR, AZ, CA, CO, FL, HI, ID, MA, MN, MO, NC, NV, NY, OR, TN, TX, WA

Joseph "Joe" Covey, CEPA®, CRPS®

First Vice President - Wealth Management
Financial Advisor
Certified Exit Planning Advisor (CEPA®)
Chartered Retirement Plans Specialist (CRPS®)
Portfolio Manager
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206-689-3121

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Registered States:
AK, AR, AZ, CA, CO, FL, HI, ID, LA, MA, MN, MO, MT, NC, NV, NY, OK, OR, TN, TX, WA

Devin R. Meucci

Investment Associate
206-447-2437

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Registered States:
CA, CO, HI, NM, NY, OR, WA

Nejra "Nikki" Halilovic

Client Service Associate
206-447-2430

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