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.

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.

Kevin Rigg is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with SoundView Advisors in Olympia, WA since 2007. SoundView Advisors is a six-advisor team that provides discretionary investment management and written financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using customized portfolios that include exchange-traded funds, mutual funds, and sub-advisors, with regular monitoring and coordination with clients’ legal and tax professionals.

Christen Harrison is a financial advisor at SoundView Advisors in Olympia, WA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Navigate Financial Inc. and Commonwealth Financial Network. SoundView Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages about $387 million across nearly 190 client relationships, constructing customized portfolios using exchange-traded funds, mutual funds, and sub-advisors, with regular monitoring and formal reviews.