Experience

Role: John is a financial advisor and consultant with The Arbor Group on the topics of financial planning and portfolio management.

Credibility: John has over 40 years of financial industry experience and holds the CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst® designations.

Connections: John is based in Seattle with his wife Andrea and is a lifelong conservationist. John enjoys hiking in the mountains and spending time with his 4 grandchildren.

Role: Mike focuses on working with multigenerational families and entrepreneurs to create long-term financial plans and investment portfolios.

Credibility: Mike is a CERTIFIED FINANCIAL PLANNER and has over 20 years of experience in the financial services industry. He graduated from the University of Washington with a BA in Economics.

Connections: Mike lives in Shoreline with his wife, two kids and double doodle. He enjoys running, skiing, boating, cooking and traveling.

Role: Gary provides comprehensive wealth management solutions to high-net-worth families, founders, and CEOs, offering personalized portfolio strategies, philanthropic guidance, and legacy planning.

Credibility: Gary has over 30 years of industry experience and holds the Certified Investment Management Analyst® designation. He also serves on the Board of Directors for Gorilla Doctors, a 501(c)(3).

Connections: Gary is deeply involved in global charitable initiatives globally for wildlife, climate, and ecosystem protection. He is a skiing and cycling enthusiast, along with his significant other and friends.

Role: Jack provides holistic financial planning and investment solutions to high-net-worth families and Institutional Consulting services to endowments and foundations.

Credibility: Jack is a CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst®. He graduated from Portland State University with a BS in Finance.

Connections: Jack lives in Wilsonville, OR with his wife and son. He enjoys backpacking, live music and traveling.

Role: Jonathan focuses on portfolio management that incorporates company specific ESG screening.

Credibility: Jonathan is a Chartered Financial Analyst with over eight years of financial services industry experience. He graduated from the University of Redlands with a BA in International Relations.

Connections: Jonathan lives in Seattle with his girlfriend and their two dogs. He enjoys exercising, travelling and golfing with friends.

Role: Louise focuses on servicing client relationships and provides efficient daily operations to help meet all clients needs.

Credibility : Louise has 14 years of experience in the financial services industry. She graduated from the Georgia Institute of Technology with a BS in Management.

Connections: Louise lives in West Seattle with her husband, son, and rescue dog. She is an avid reader, enjoys visiting local parks, and traveling along the West Coast.

Role: Ryan focuses on building client relationships and providing sales support.

Credibility: Ryan is a registered representative and has 3 years of experience in the financial services industry. He graduated from the University of Washington in 2022 with a dual concentration in Finance and Business Management.

Connections: Ryan lives in Mukilteo, Washington. In his free time, Ryan, enjoys golfing, surfing, snowboarding, and traveling with his friends and family.