Following in his father Pete Hanson’s footsteps, Charlie Hanson became a financial advisor 32 years ago. He has concentrated on efficiently servicing and overseeing long-term oriented investment accounts, growing both principal and income. Portfolios include fixed income, preferred stocks, common stocks and if appropriate mutual funds. His investment style is primarily contrarian driven in combination with a focus on collecting both interest and dividends. Charlie holds a degree in Sociology from the University of San Diego. Industry related licenses include General Securities Principal, Municipal Securities Principal, Uniform Investment Advisor Law Examination and General Securities Representative. Both his degree and years professionally investing have fostered his special interest in the investing behavior and sentiment of the collective. He has been active in community service and in some cases has served as President or Board Chair of the organization. Charlie has three grown children and lives with his wife and a couple of rescue dogs on Mercer Island. Recreational activities include time with family and friends, listening to earnings conference calls, skiing and sailing.
Dale has been managing investment accounts since 1977, investing with a historical perspective and a deep philosophical commitment to value investing and risk management. He served as an infantry officer in Vietnam before earning a bachelor's degree in history and an MBA from the University of Washington.
Nick started his financial services career in 2004, after graduating cum laude from Washington State University. He majored in economics with a focus on global economic development, while also receiving a minor in film studies. Nick is passionate about implementing goals-based investing to help clients. He enjoys constructing portfolios that balance growth opportunities with risk management. In helping clients, he uses a disciplined fundamental analysis and global mindset to create and maintain individually tailored investment portfolios. Nick was #5 on the FORBES 2019 Next-Gen Best in State Wealth Advisor list, and is a FORBES 2020 Best In State Wealth Advisor. Nick lives in Magnolia with his wife, Jane, who is a Pediatric Nurse Practitioner. They have a three year-old daughter and enjoy roaming the PNW.
Sarah helps clients protect, invest and transfer private wealth. She is passionate about helping clients understand the big picture and plan for the long term. She focuses on understanding and managing clients' investment strategy, cash flow, and charitable giving to facilitate client decision-making and inform the decisions the team makes on their behalf. Sarah graduated cum laude from Tulane University School of Law in 2002 and holds a Master of Laws in Taxation from the University of Washington School of Law. Sarah is an avid skier and traveler with her husband and their two young boys. She was recently recognized by FORBES as one of America’s Top Women Advisors for 2020.
With 20 years of investment industry experience, Kimberly strives to build trusted, long-term relationships through superior client service and keen attention to detail. She graduated from the University of Washington with a degree in psychology. Kimberly serves on the Seattle Charitable Giving Committee. She is a former leader of the Registered Assistant Advisory Council and a past recipient of the Brooks Ragen Community Service Award.
In working with our group, Carl shows an immense amount of passion for meeting the needs of his clients. With more than 28 years of financial industry experience, he enjoys the daily interaction with clients and works to ensure they receive the highest level of personalized service. Carl is the proud recipient of the Brooks Ragen Community Service Award.
For the past 34 years, Teresa has been providing exceptional client service to the many long-standing relationships she enjoys. Her sharp eye for detail and commitment to quality have proven to be unwavering. Teresa graduated from Whitworth University with a degree in political science. With a passion for helping others, Teresa currently serves on the Baird Gives Back Committee.