Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • LGBT Finances
  • Socially Conscious Investing
  • Employee Stock Options
  • Wealth Strategies

Personal Interests

  • Social Responsibility
  • Art & Theater
  • Real Estate
  • Traveling
  • Technology

Contact Me

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Office Information


Office Hours
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday By Appointment Only
Saturday By Appointment Only
Sunday By Appointment Only

Additional Hours

  • Web Conferencing


(844) 877-5883

Branch Team

  • Linda Rio
    Sr. Branch Office Administrator

Office Address

9425 35th Ave NE Suite A
Seattle, WA 98115
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Mailing address

Po Box 51103
Seattle, WA 98115

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