Team
Solomon M. Karmel
Designated Registered Principal & Financial Planner
Solomon M. Karmel is a Princeton University Ph.D.; former London School of Economics academic; former Puget Sound Business Journal columnist; and Bellevue-based broker-dealer representative, investment consultant, and insurance...
Christopher P. Lewis is a private wealth consultant holding both Series 7 and 66 securities licenses. He is also insurance and annuity licensed in various states. Christopher graduated from Stanford University with a Bachelor’s...
Chris Minaker is a senior wealth manager holding SIE, Series 7, and Series 66 securities registrations. Chris attended Stanford University where he earned both his MA and BA with honors. He also competed as member of the baseball team...
David Rockey, a Bellevue native, studied business and economics at Washington State University. Beginning his career in consumer and mortgage lending, he became a registered broker in time to experience the 1987 stock market crash, the...