Wealth Management Team| Personal Investment Management

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® and Certified Divorce Financial Analyst®.

PIM Team

Christopher J. Reedy

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

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

chrisr@pim4you.com

Brian C. Fahey

Brian C. Fahey, CFA, M.ECON.

Principal/ Chief Investment Officer, Investment Committee

brianf@pim4you.com

Shalina R. Martos

Shalina R. Martos, CFP^®, CDFA^®, AAMS^®

Director of Financial Planning

shalinam@pim4you.com

Rodney G. Coyan

Rodney G. Coyan, CRPC^®

Principal, Vice President

rodc@pim4you.com

Jennifer A. LaDuca

Jennifer A. LaDuca

Chief Operating Officer / Chief Compliance Officer

jenl@pim4you.com

Sowjanya Ravela

Sowjanya Ravela

Financial Operations Associate

sowjanyar@pim4you.com

Faezeh Rafiee

Faezeh Rafiee

Client Services Administrator

(425) 883-8660

faezehr@pim4you.com