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Meet The Wealth Management Team

We are a diverse group of wealth management professionals deeply committed to achieving a single goal each and every day: delivering exceptional private wealth management and administrative support to our clients.

Our financial professionals hold the following advanced industry certifications: Chartered Financial Analyst®, Certified Financial Planner®, Certified Investment Management Analyst®, Accredited Asset Management Specialist®, Chartered Retirement Planning Counselor® , Certified Divorce Financial Analyst®, Certificate in Investment Performance Measurement™, and Accredited Investment Fiduciary®.

PIM Team

Christopher J. Reedy

Christopher J. Reedy, MBA, CFP®, CIMA®

Principal / Chief Executive Officer / Chairman of the Board of Directors / Investment Committee

425-240-8338

Brian C. Fahey

Brian C. Fahey, CFA, M.ECON.

Principal/ Chief Investment Officer, Investment Committee

425-240-8820

Jennifer A. LaDuca

Jennifer A. LaDuca, AIF®

Chief Operating Officer / Chief Compliance Officer

425-553-1302

Faezeh Rafiee

Faezeh Rafiee

Client Services Administrator

(425) 553-1303

(425) 883-8660