Click on any of the names or images below to find out more about a member of our team.
Bob McMahon, MBA, CFP®
Personal Wealth Manager
Acknowledged by Seattle Magazine as a Five Star Wealth Manager*
Born in Windsor, Ontario, Bob came to the U.S. to do what his heart told him—to use his MBA creatively and live the life he had dreamed. So, not only has he explored Puget Sound by boat and climbed Oregon’s Mt. Hood, but he has also become a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner.
After helping restore a friend’s family business to profitability, Bob realized that his financial expertise and organizational skills would best be used helping other small business owners and their families pursue financial independence. Today, he’s found the most satisfying work of all.
Bob’s international background and direct experience running a small business make him an advisor of choice for entrepreneurs. He has worked 70-hour weeks and faced the same day-to-day and year-to-year pressures. He has a business owner’s insight, yet he also is able to stand back objectively and alert his clients to the big picture.
Bob is active in the Economic Alliance Snohomish County. In addition, Bob serves on the Edmonds School District Career & Technical Advisory Committee and is a judge for the Edmonds School District's DECA competition. He also serves his community through Volunteers of America Western Washington, Edmonds Public Schools Foundation, and various other charitable organizations.
Bob lives in Edmonds, Washington, with his wife, Mary Jean, and daughter, Kellyn. They are active in their local church, and Bob serves with both the music and children's ministries. He is an avid hockey player and also enjoys playing guitar.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,678 Seattle wealth managers were considered for the award; 412 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Senior Client Service Specialist
Terri started her career in banking, specializing in retirement plans, lending, and new accounts, more than 25 years ago. Then, after honing her securities skills at Raymond James Financial Services, she joined our team in January 1997. Her friendly professionalism and a solid grasp of financial concepts and processes make her an invaluable resource to her coworkers and our clients.
As a senior client service specialist, Terri handles a broad range of client requests. She prides herself on her dedication to your needs—making sure that you have what you need when you need it.
Terri and her husband, Roger, live in Snohomish, Washington. She enjoys many crafty projects, but her favorite activity is playing on the floor with their grandbabies.
Client Service Specialist
Laura joined Premier Wealth Washington as an intern in the summer of 2017. Upon graduation in 2018, she was recruited to join the team full-time as a client service specialist. She has a business management degree from Western Washington University, where she graduated with honors.
As a client service specialist, Laura takes great care to handle a broad range of client requests. She prides herself on her dedication to your needs—making sure that you have what you need when you need it.
Laura and her fiancé, Ben, are soon to be married and will be living in her hometown of Lynnwood, Washington. A violin player since age five, she also enjoys being on the worship team at her church. Laura loves to spend time with her family. During the warm months, you can find her near the baseball field watching Ben coach his team.
Integrity Insurance and Financial
Although Mike's goal on the links is to score below par, in every other aspect of his life, he aims high. A graduate of the University of Washington, he catapulted to a position as a top producer in property/casualty, life, and disability insurance with Country Companies.
Mike, his partner Craig Robinson, and several others realized that many of their clients could not adequately be served using only the products offered by a single insurance company. In 2003, they left to form an independent firm so that they could have the tools to pursue the best possible coverage at the most reasonable terms for their clients.
Mike added an additional club to his bag by teaming up with Premier Wealth Washington in 2005. Mike's clients now have access to uncommon insurance solutions, as well as stocks, bonds, mutual funds, other securities, and financial planning expertise through the Advisors of Premier Wealth Washington.
Mike and his wife, Helen, live on the Harbor Point golf course in Mukilteo with their son, Austin. He is actively involved in the community and serves on the Mukilteo YMCA board of directors. In addition to golf, Mike enjoys spending time with his family and is a regular on the sidelines at Austin's baseball games.