Broker Check

1902 120th Pl SE, Suite:103A, Everett, WA 98208

360-822-9578
info@C1WealthManagement.com

Meet the Team

Experience and Support

When you partner with us, you will receive the services of a team that supports you the entire way from our first meeting forward. Our service promise does not stop when you become a client, but rather is something we strive to be better at throughout our relationship.

Find a Financial Professional

  • Andria Wilson
  • Anne Gannom, Retirement Income Certified Professional
  • Brady Struchen
  • Christie Oxford
  • David Anderson
  • Jacob O'Banion*
  • Jason Roesler, Retirement Income Certified Professional
  • Jennifer Bridgeford
  • Joshua Frey
  • Kaleigh Haworth
  • Kenn Wohlhuter
  • Kristi Haroldsen
  • Mark Wilson
  • Melissa Thrash
  • Sara Rasmussen
  • Shirley Stanback
  • Steve Oakes
  • Tasha Estrada
  • Tim Haworth
  • Tony Ramirez

Everett, WA 

Jacob O'Banion*

Jacob O'Banion*

President - CEO

360-822-9905

Steve Oakes

Steve Oakes

VP - Risk Management

425-260-8551

425-609-8545

David Anderson

David Anderson

Financial Professional

360-588-6160

425-609-8545

Tasha Estrada

Tasha Estrada

Account Executive

360-822-9765

425-609-8545

Christie Oxford

Christie Oxford

Account Executive

425-620-8300

425-609-8545

Andria Wilson

Andria Wilson

Account Executive

817-971-0976

Anne Gannom

Anne Gannom, Retirement Income Certified Professional

Financial Professional

360-539-1919

425-609-8545

Brady Struchen

Brady Struchen

Financial Professional

541-275-1456

Jason Roesler

Jason Roesler, Retirement Income Certified Professional

Chief Operating Officer

208-310-5128

425-609-8545

Jennifer Bridgeford

Jennifer Bridgeford

Financial Professional

360-998-3986

425-609-8545

Joshua Frey

Joshua Frey

Financial Professional

208-202-5589

425-609-8545

Kaleigh Haworth

Kaleigh Haworth

Financial Professional

907-759-5831

425-609-8545

Kenn Wohlhuter

Kenn Wohlhuter

Financial Professional

425-477-4222

425-609-8545

Kristi Haroldsen

Kristi Haroldsen

Account Executive

360-367-8654

425-609-8545

Mark Wilson

Mark Wilson

Financial Professional

817-971 -0976

425-609-8545

Melissa Thrash

Melissa Thrash

Account Executive

360-539-1919

425-609-8545

Sara Rasmussen

Sara Rasmussen

Director of Financial Planning

253-310-1436

425-609-8545

Shirley Stanback

Shirley Stanback

Financial Professional

253-251-9208

425-609-8545

Tim Haworth

Tim Haworth

Financial Professional

907-917-2899

425-609-8545

Tony Ramirez

Tony Ramirez

Financial Professional

360-561-1407

425-609-8545

Enumclaw, WA

Anne Gannom

Anne Gannom, Retirement Income Certified Professional

Financial Professional

360-539-1919

425-609-8545

Kristi Haroldsen

Kristi Haroldsen

Account Executive

360-367-8654

425-609-8545

Melissa Thrash

Melissa Thrash

Account Executive

360-539-1919

425-609-8545

Silverdale

Jennifer Bridgeford

Jennifer Bridgeford

Financial Professional

360-998-3986

425-609-8545

Kaleigh Haworth

Kaleigh Haworth

Financial Professional

907-759-5831

425-609-8545

Melissa Thrash

Melissa Thrash

Account Executive

360-539-1919

425-609-8545

Maple Valley

Kenn Wohlhuter

Kenn Wohlhuter

Financial Professional

425-477-4222

425-609-8545

Puyallup

Shirley Stanback

Shirley Stanback

Financial Professional

253-251-9208

425-609-8545

Moscow, Idaho

Jason Roesler

Jason Roesler, Retirement Income Certified Professional

Chief Operating Officer

208-310-5128

425-609-8545

Anchorage, Alaska

Tim Haworth

Tim Haworth

Financial Professional

907-917-2899

425-609-8545

Kaleigh Haworth

Kaleigh Haworth

Financial Professional

907-759-5831

425-609-8545

Olympia

Tony Ramirez

Tony Ramirez

Financial Professional

360-561-1407

425-609-8545

Rathdrum, ID

Joshua Frey

Joshua Frey

Financial Professional

208-202-5589

425-609-8545

Hermiston, OR

Brady Struchen

Brady Struchen

Financial Professional

541-275-1456

Godley, TX

Mark Wilson

Mark Wilson

Financial Professional

817-971 -0976

425-609-8545

Andria Wilson

Andria Wilson

Account Executive

817-971-0976