David Fox, MBA
Managing Director - Investments
(425) 450-4313
Christina Riffle CFP®, CTFA
Managing Director - Investments
(425) 450-2249
Mary Kay Wright
Managing Director - Investments
(425) 450-4356
Kari Rice, CFP® , CIMA®
Associate VP - Investment Officer
(425) 450-2228
Tammy Austin
Senior Vice President - Investment Officer
(623) 876-4816
Toraj Nowkhasteh
Senior Registered Client Associate
(425) 467-4636
Tricia Lawrence
Senior Registered Client Associate
(425) 467-4635
Jeff Lazcano
Registered Client Associate
(425) 450-4312
[email protected]

777 108th Ave NE • Suite 2500
Bellevue, WA 98004 

Toll Free (800) 722-3348
Office Phone (425) 450-2249 
Office Fax (425) 455-5099

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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