Jacob Mager

Kevin Byrne is a CFP® professional with 23 years of experience in the financial services industry. He has been with Byrne & Company Wealth Management, LLC since 2012. Outside of his advisory role, Byrne is a managing member and 50% owner of multiple real estate-related entities. Byrne & Company Wealth Management provides investment management, financial planning, and qualified retirement plan services to individuals, families, businesses, pension plans, and nonprofit organizations. The firm employs a core-satellite investment approach incorporating fundamental, technical, and macroeconomic analysis, and manages approximately $124.7 million in assets.

Krista Wallace is a CFP® professional with five years of experience in financial advising. She has worked at SoundView Advisors since 2020 and previously spent six years at Zeiders Enterprises. Outside of her advisory role, she serves as a Trustee and Finance Elder at University Place Presbyterian Church. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes customized asset allocation and ongoing account management, with a focus on tailored portfolios and formal quarterly reviews.

Ben Jennings is a CFP® and PFS™ with 22 years of experience in financial advising. He has been with SoundView Advisors since 2010 and holds Series 63 and Series 65 licenses. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, and employee stock option planning. The firm emphasizes customized asset allocation and ongoing account management, with a relatively small client roster that supports larger average account sizes.

James Swanson is a financial advisor at JRS Investments and Wealth Preservation, LLC with 23 years of industry experience. He has held his current role since 2008 and previously worked at Kaplan Financial for 20 years. He holds Series 63 and Series 65 licenses. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Kevin Slater is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with SoundView Advisors since 2007. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes customized asset allocation and continuous portfolio monitoring, combining passive and active investment strategies while maintaining a relatively low client-to-advisor ratio.

Austin Boyce is a CFP® and holds a Series 65 license, currently serving as a financial advisor at SoundView Advisors since 2022. He has seven years of prior work experience at PACCAR Parts. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm offers customized asset allocation, investment selection, and ongoing account management, with portfolios tailored to client goals and risk tolerance and monitored through regular reviews.