Meet Our Team!

Carla Forney

President / Financial Advisor

425-774-9053 ext. 107

I believe using a Financial Advisor can help you in pursuing financial goals. As your professional Financial Advisor, I'm committed to building a long-term relationship with open, two-way communication. I can help you . . . Build a...

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Angela Gray

LPL Financial Advisor

425-774-9053 ext. 118

I joined Carla's team as an Advisor Assistant in August 2018. I graduated from Washington State University with an undergraduate degree in Accounting and loved Pullman so much that I stayed to get my Master of Accounting degree. I was...

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Luiko Robison

Administrative Assistant

425-774-9053 ext. 107


Hello! I joined Carla's team on April 1st, 2021 as Carla's Administrative Assistant. I come from a Property Management background with several years of office administration and customer service experience. Growing up I moved almost...

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Lisa Siemering

LPL Registered Administrative Associate

425-774-9053 x114

Hi there!I joined Carla’s team in November 2022 as a LPL Registered Administrative Associate.  I have 11 years of experience in the financial industry. In the middle of those 11 years, I stayed home for 16 with my three kids. Born &...

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