Broker Check



Helene Robertson has been a Certified Financial Planner practitioner (CFP®) since 1985. Socially Responsible Investing is Helene’s specialty and has been her focus for the last 30 years. Helene has an M. Ed. (1974) in Educational.

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As a 1993 graduate of Whittier College in California, Sanjay entered the financial planning field directly out of college. Though he earned a double major in Spanish & International Studies (with an emphasis on Latin America), several...

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Cynthia Gammon

Branch Operations Manager


(206) 763-4364

Cindy is the first point of contact for our clients and facilitates client relationships as well as account transactions. She assesses client needs, serves as a client advocate, and has developed and maintained an in-depth knowledge...

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