Tacoma, WA Office

Claude Conlin is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, he owns and operates Conlin Intellectual Capital, a consulting business focused on client goal-setting and thought processes rather than specific investment advice. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and a broker-dealer.

Linda Rutledge is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based services.

Connor Berkery is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is a licensed independent insurance agent focused on fixed life insurance. Voya Financial Advisors serves a broad client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary advice through multiple program structures.

Debbie Vichot is a Series 66-credentialed financial advisor with 20 years of industry experience, currently practicing at Voya Financial Advisors, Inc. since 2014. She is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through both non-discretionary and discretionary program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

Karla Greer is a ChFC® credentialed financial advisor with 34 years of industry experience, currently associated with Voya Financial Advisors, Inc. since 2014. She previously worked at Madrona Financial Group and also acts as an independent insurance agent. Greer serves as treasurer for two homeowners associations and holds power of attorney responsibilities for personal and financial matters. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services, delivering advice primarily through recommendation-based, non-discretionary arrangements.

James Bermingham is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Edward Jones, Bank of America/Merrill Lynch, and E*TRADE. Outside of advising, he owns an LLC used to manage administrative support for his advisory practice and is involved in fixed insurance sales. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily offering non-discretionary investment recommendations.

Carmen Habenicht is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC and has experience at 1st Security Bank of Washington and Credit Human Federal Credit Union. Outside of her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, mainly providing non-discretionary, recommendation-based advice.

Vincent Di Domenico is a financial advisor with Voya Financial Advisors, Inc. in Tacoma, WA, holding a Series 66 designation and six years of industry experience. He has previously worked at Zetimair Wealth Management, Ameriprise Financial Services, and Luvo Wealth Advisors. He also provides pro bono financial planning services through the Foundation for Financial Planning. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer roles.