Meet the Team

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

Angie Tonkin
Anne Gannom
Charity Shumway
Christie Oxford
David Anderson
Jacob O'Banion*
Jason Roesler
Jennifer Bridgeford
Kenn Wohlhuter
Melissa Thrash
Shirley Stanback
Steve Oakes
Tasha Estrada
Tim Haworth

Everett, WA - Renton, WA

Jacob O'Banion*

Jacob O'Banion*

President - CEO

jobanion@c1wealthmanagement.com

Steve Oakes

Steve Oakes

VP - Risk Management

soakes@C1WealthManagement.com

David Anderson

David Anderson

Financial Professional

360.588.6160

danderson@c1wealthmanagement.com

Tasha Estrada

Tasha Estrada

Account Executive

360-822-9597

testrada@c1wealthmanagment.com

Christie Oxford

Christie Oxford

Account Executive

cloxford@C1WealthManagement.com

Enumclaw, WA

Anne Gannom

Anne Gannom

Financial Professional

360-539-1919

AGannom@c1wealthmanagement.com

Melissa Thrash

Melissa Thrash

Account Executive

360-539-1919

MThrash@c1wealthmanagement.com

Silverdale

Jennifer Bridgeford

Jennifer Bridgeford

Financial Professional

(360) 998-3986

jbridgeford@c1wealthmanagement.com

Angie Tonkin

Angie Tonkin

Account Executive

(360) 998-3986

atonkin@c1wealthmanagement.com

Charity Shumway

Charity Shumway

Customer Service Representative

(360) 998-3986

cshumway@c1wealthmanagement.com

Maple Valley

Kenn Wohlhuter

Kenn Wohlhuter

Financial Professional

(425) 477-4222

kwohlhuter@c1wealthmanagement.com

Puyallup

Shirley Stanback

Shirley Stanback

Financial Professional

(253) 251-9208

sstanback@c1wealthmanagement.com

Moscow, ID

Jason Roesler

Jason Roesler

Financial Professional

jroesler@c1wealthmanagement.com

Anchorage, AK

Tim Haworth

Tim Haworth

Financial Professional

thaworth@c1wealthmanagement.com