Assembled by Krista Wallace, CFP®, AFC®
Summer’s here, and while our teams stay fully covered, we’re urging everyone to carve out moments (or weeks) for family fun and relaxation. Whether it’s backyard barbecues, day trips, or just unwinding, we all hope to make the most of sunny days, share laughter, and create lasting memories. We hope the same for you!
Danielle Taniguchi (EA to CEO & Client Operations)
During the week of the 4th of July, Danielle will have her favorite Midwest auntie visiting – reportedly, they'll eat lots of delicious food and laugh a lot. Their son (4) is doing “pedal heads” and learning to ride a bike, and their daughter (10) has several rounds of coding camp. Danielle, Justin, and the kids also plan to spend their free time at the pool!
Lisa Graber (Business Operations)
The Grabers are packing their bags more than once this summer. First, they're heading “home” to Kansas to spend time with family and honor Lisa’s amazing mother-in-law, who lived an epic 98 years—nearly a full century of sass, stories, and family legend status.
Then a change of scenery with a few days in Poulsbo, WA—also known as “Little Norway”—for some small-town charm, kayaking, Nordic vibes, and waterfront exploring. And for a splash of adrenaline? They’re capping it all off with a thrilling jet-boat ride through the canyons of southern Oregon.
Nate Porter (COO & Owner)
The family is heading down to Oregon to visit family over the Fourth of July. The kids are signed up for a few camps, and they’ve got a group camping trip planned with friends. But honestly, what they’re most excited about is staying home, enjoying their yard, and soaking up the magic of a Pacific Northwest summer. No big trips—and for this year at least, they like it that way.
Kevin Slater (Lead Advisor & Owner & CEO)
Summer came early for the Slaters with an April trip to Italy. Thousands of steps were logged, and all returned home with perspective on the world – and a little limoncello to share.
For the rest of the season, Kevin will be contemplating the meaning of life as his oldest daughter prepares to begin high school. Summer wraps with visits to and from the Midwest and some pinball action with the SoundView team.
Ben Jennings (Lead Advisor)
Ben has plans to develop and execute the “perfect” spreadsheet full of cost/benefit analysis, cross-referenced with his credit card points balances. (My heart’s beating fast, already!) Add in a little fun with global exchange rates and he’ll be spending his free time sizing up his next great adventure – or training for the Microsoft Excel World Championships in Vegas!
Kevin Rigg (Lead Advisor & Owner & CFO)
Summer plans are relatively low-key this year for the Riggs, who will be spending time in northern Idaho and eastern Washington. First up – a family reunion near Lake Coeur d'Alene, followed by a 30-year high school reunion in Moscow, ID. Finishing up the summer “hat trick” with Gonzaga soccer in Spokane (GO BULLDOGS!)
Krista Wallace (Advisor)
Summer is always a busy time for my family, with a variety of camps and small adventures to enjoy. On this year’s list? Hadestown (Teen Edition) for my oldest, who has caught the theater bug, and a combination of dance and art camps for my youngest. I will spend time with friends learning to paddleboard and close out the summer with golf lessons. We’re planning to track down (most) of the PNW’s trolls and spend plenty of time by the water with a few good books and plenty of sunblock! We can’t wait!
Nichole Harrison (Advisor)
Big transitions are underway at Nichole’s place this summer. With the oldest heading off to college in the fall, his departure has sparked a full-blown room reshuffling. The girls have declared a friendly (but firm) takeover—each claiming her own space for the first time. No more sister messes, no more mysterious clothing disappearances, and plenty of Pinterest-worthy plans for revamping their new domains. Meanwhile, her second son is just weeks away from earning his driver’s license, which means new independence (for him) and a lot more “Where’s the car?” moments for the rest of the family.
As for Nichole, she’s staying grounded in the rhythm of the season, keeping pace with ripening berries, weekend trail miles, and the occasional plunge into an icy mountain lake. It’s a season full of movement and stillness, rooted in gratitude and the magic of sunshine in the Pacific Northwest.
Austin Boyce (Advisor & Trading)
With two young kids, long trips are put on hold for a while. Austin will be taking a much-needed break from coaching T-Ball (4.5-year-olds know how to play hardball when they step up to the plate). He is looking forward to a long weekend in Suncadia for their summer trip. The rest of the summer, undoubtedly, will be filled with sidewalk chalk, bubbles, and the pool.
Debbie Wyman (Client Operations)
Editor’s imagining of Debbie’s “dream greenhouse”. Debbie’s actual dream greenhouse may differ slightly.
Deb’s theme for the summer is “rebuild and regenerate,” starting with her garden and greenhouse area. She also has a camping trip with friends to tour a few wineries in the Salem, Oregon area over the July 4th weekend. Bowling nights, softball tournaments, and wine/painting evenings may also make an appearance.
Sophea Vasquez-Solis (Client Operations)
After a full travel schedule in 2024, Sophea and her family are taking time to recharge their batteries. They have a trip to Lake Chelan and Point No Point planned for the summer, followed by plenty of muscles worked (and dollars spent) scouring the fashion landscape for the latest back-to-school styles.