Advisors at this firm
Krista W
CFP®
Olympia, WA
SoundView Advisors
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 J
CFP®, PFS™, Series 63, Series 65
Olympia, WA
SoundView Advisors
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 S
CFP®, Series 65
Olympia, WA
SoundView Advisors
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 B
CFP®, Series 65
Olympia, WA
SoundView Advisors
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 R
CFP®, Series 65
Olympia, WA
SoundView Advisors
Kevin Rigg is a CFP® with 22 years of industry experience, currently serving at SoundView Advisors since 2007. He is based in Olympia, WA, and holds a Series 65 license. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning services. The firm emphasizes customized asset allocation and ongoing account management, combining passive screening with active manager selection, and maintains a relatively low client-to-advisor ratio with a five-person team.
Christen H
Series 63, Series 65
Olympia, WA
SoundView Advisors
Christen Harrison is a financial advisor at SoundView Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Commonwealth Financial Network and Navigate Financial Inc. SoundView Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning services. The firm offers customized asset allocation, investment selection, and ongoing account management, with portfolios tailored to client goals and risk tolerance.
