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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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Mary-Ashley Ushigusa

Office Manager

425-774-9053 ext. 107

I joined Carla's team in June of 2018 as an Advisor Assistant. I came in after selling Life, Disability, and Long-Term Care Insurance for two years with Mutual of Omaha and serving as a barista with Whole Foods Market just before....
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Angela Gray

Client Relationship Manager

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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