Kevin L. Slater, CFP®
Kevin Slater has been involved in the financial services industry since 2002. Prior to joining SoundView Advisors, he worked for ten years in a sales and operations position for a publicly traded international third-party logistics provider in Seattle. Kevin has also worked as a regional salesperson for an international architectural signage company, sports photographer, small business consultant and volunteer in the development department of a non-profit organization. A CERTIFIED FINANCIAL PLANNER™ professional, he has taught classes on personal finance and continues to study residential real estate.
Kevin holds a Bachelor of Arts degree in Sociology with minor equivalences in Economics and Third World Development from Wheaton College (IL). He did socio-economic research for six months, after finishing college, in Papua, New Guinea. Kevin and his wife, Heidi enjoy the outdoors, dining with friends and active involvement in their church.
Kevin M. Rigg, CPA, CFP®
Kevin Rigg began his career with a CPA firm in 2000 where he developed expertise in income tax preparation, small business consulting, auditing and retirement plan administration. He played a major role in overseeing the administration and compliance efforts for a fee-only investment advisory firm operating within a CPA firm. Kevin holds the FINRA Series 65 license from the State of Idaho and is a CERTIFIED FINANCIAL PLANNER™ professional. He and his family moved to Olympia in 2005 so he could join SoundView Advisors and pursue a full time career in fee-only financial planning.
Kevin is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He received his undergraduate degree in Accounting and Information Systems from the University of Idaho in 2000 and became a fully licensed CPA in 2002. Kevin and his wife, Annie, live in Olympia with their three children, Katelyn, Jenna and Samuel. Kevin enjoys being outdoors, cycling and spending time with family.
Ben L. Jennings, CPA/PFS, CLU, CFP®
Ben Jennings has twenty years experience advising clients about their finances; he’s been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991. His academic degrees include an M.B.A. and a M.S. (Tax). A recovering CPA, his professional designations also include Personal Financial Specialist (PFS) and Chartered Life Underwriter (CLU).
Ben has been a financial advisor in both regional and national CPA firms, and was the director of family wealth planning in a boutique wealth management practice from 1997 to 2002. In 2003, Ben founded Navigator Financial Planning, Inc., dedicated to fostering stewardship by providing hourly, as-needed counsel on a fee-only basis.
Ben has been married to Kitty for 27 years, and their blended family includes 4 adult children, 2 daughters-in-law and 1 son-in-law, and five grandchildren. They live in Fircrest, Washington, enjoy being active in their church, and love to travel throughout the Pacific Northwest. Earlier in life, Ben succeeded in spending nearly ten years managing restaurants without learning to cook.
Client Services Coordinators
The client services coordinators are responsible for assisting the planners with day-to-day client tasks, which include meeting preparation, file maintenance, account troubleshooting, and helping to develop the overall client relationship.
Debbie Wyman
Debbie is the senior client services coordinator and has been working side-by-side with Bruce for over 10 years. Debbie is happily married and enjoys spending time with her family, and riding her horses in the mountains. The horse camp at Mt. Adams and down in Sisters, Oregon are among her favorite places to ride.
Maura Madden
Maura joined the firm in February of 2008 and is based in the Seattle office. She has contributed significantly toward the development of an enhanced client service model.
Originally from Buffalo, NY, Maura has happily lived in Seattle for eight years. She loves to travel and has been able to journey to South Africa and Botswana in recent years. Maura and her husband enjoy spending time with friends and family and working on their house.
Operations Manager
Angie Bennett
Angie joined the firm in October of 2007. She has over 15 years of experience in the financial services industry. She has strong organizational skills and has played a critical role in helping us move into a multi-office, comprehensive service firm.
Angie enjoys working on projects at her home in Adna, spending time with family and friends and being active outdoors. She is an avid runner and enjoys participating in local running races.
Investment Analyst
Peter Welling
Peter joined the firm in October of 2007. He is the primary contact for mutual fund companies and general research of investments. He is responsible for executing mutual fund trades, as well as assisting the planners with rebalancing client portfolios.
Peter and his wife, Jessica, were married in July of 2008. They enjoy hiking and playing tennis, and are also actively involved with their church in Seattle.