Comprehensive Wealth Management

Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 11 years of industry experience. He has held positions at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. He holds Series 63 and Series 65 licenses. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® alongside diversified and tactical investment models that blend passive and active strategies with an emphasis on downside protection and target returns.

Sophie Thilenius is a financial advisor at Comprehensive Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Moneta. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm utilizes a proprietary Performance Targeting System® and a mix of passive and active investment models, emphasizing downside protection and target returns.

Kris Muhlestein is a financial advisor at Comprehensive Wealth Management in Lynnwood, WA, with 16 years of industry experience. He holds a Series 65 designation and has been associated with both Geneos Wealth Management and Comprehensive Wealth Management since 2009. Outside of his advisory role, he is involved with Muhlestein Sculpture Inc. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and a variety of investment strategies, including Direct Indexing, and manages client assets on a householded basis with ongoing monitoring and reporting.

Morgan Arford is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Comprehensive Wealth Management since 2001 and concurrently worked with Independent Financial Group since 2013. Arford is the Chief Investment Officer at Comprehensive Wealth Management and is involved with Spero Decimas, LLC, a company dedicated to charitable giving. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® and a range of model portfolios that combine passive and active strategies focused on downside protection and target returns.

Jordan Tuchek is a financial advisor at Comprehensive Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independent Financial Group, Integrity Financial Corporation, and Saturna Capital Corporation. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and individual pension accounts. The firm uses a proprietary Performance Targeting System® and a combination of passive and active investment models focused on downside protection and targeted returns.

Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.