Our Team Is Small.
Our Hearts Are Big.
Our values inform who we are as a team:
People first. Every situation is unique. Be worthy of trust.
Our people embody those values. Come and meet us!
Our Team Is Small.
Bob McMahon, CFP®, MBA
Personal Wealth Manager
Bob is an advisor with Commonwealth Financial Network® and founder of the Premier Wealth Washington® team. He has spent his life reaching pinnacles, from climbing Oregon's Mt. Hood to helping his clients reach their financial goals. With a bachelor's degree in commerce, an MBA, and a CERTIFIED FINANCIAL PLANNER™ certification, Bob knows that helping others is the most satisfying path of all. For more than 20 years, he’s been helping his clients reach the pinnacle of their financial goals.
“We’re in the lifestyle business. We work with individuals, families, and small businesses in helping them find the balance between enjoying a quality lifestyle now and maintaining that standard of living throughout retirement,” said Bob
An active member of his local community, Bob serves as board president for Run to Win Outreach. He and his family also support and serve their community through the Edmonds Public Schools Foundation, Nourishing Network, local food banks, Vision House, Edmonds Waterfront Center, King’s schools, and various other charitable organizations. His family also supports the arts through the Edmonds Center for the Arts and the Seattle Theater Group’s Paramount Club.
Bob, his wife, Mary Jean, and their daughter, Kellyn, are active in their local church, where Bob serves on the worship team. Bob is a classic rock aficionado and he hopes that his guitar-playing abilities will eventually catch up with his knowledge of the genre. He is an avid hockey player and participates in local leagues as well as national and international tournaments. When he is not skating, you might find him skiing or traveling.
Nolan Wenger, CFP®
Personal Wealth Manager
Nolan joined the team in early 2021 as a licensed paraplanner and is now an advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner. Born and raised in Pullman, WA, he graduated after three years at Washington State University, majoring in business management: innovation & change.
Nolan works with clients to prepare financial plans to evaluate where they are today, set a path to get to where they want to be tomorrow, and adapt to changes that life may bring. He also analyzes investments, evaluates allocations, and rebalances portfolios.
Nolan is married to his wife, Lorenn, who is a native of the area and a WSU grad as well. Nolan enjoys following sports, particularly football (Go Cougs!) and playing sports like ultimate frisbee and disc golf. An avid angler, Nolan grew up fishing the lakes and rivers of the inland northwest. His interest in aquatic life extended into his activities as an aquarist, having volunteered with the Seattle Aquarium, and continuing to maintain aquariums of his own.
Laura Roquet
Senior Client Service Specialist
Laura is a homegrown Premier Wealth superstar! She joined us as an intern in 2017 and then became a full-time client service specialist after she graduated cum laude in 2018 from Western Washington University with an honor degree in business management.
As the senior client service specialist, Laura provides a broad range of services and support. She works closely with our clients to help make sure that all their questions are answered and their needs are met.
Laura and her husband, Ben, were born and raised in Washington and live in Everett with their daughter and two cats. A musician since the age of 5, Laura enjoys playing worship music with others and at church. She is also an active horseback rider, enjoys day hiking in the mountains, and being with family and friends.
Denise Hackert
Client Service Specialist
Originally from Whidbey Island, Denise joined our team as a client service specialist in January 2022. With a background in real estate, mortgage, and insurance, she consistently strives to utilize her skills and experience to provide our clients with exceptional support, communication, and professionalism.
As a client service specialist, Denise provides a broad range of services and support. She works closely with our clients to help make sure that all their requests are met.
Denise and her two children enjoy being outdoors, spending time with family, baking, and cooking. She loves taking trips to her hometown over on Whidbey Island where Denise and her kids spend their time going to the beach, swimming, and eating at all the local restaurants.
Megan Hall
Client Service Specialist
Megan grew up in Edmonds, WA, and returned after earning a degree in cultural anthropology from Western Washington University in 2020. She has a background in business management and data analytics.
Joining our team in early 2023 as a client service specialist, Megan provides a broad range of services and support. She works closely with our clients to help make sure that all their requests are met.
An inherently curious person, Megan can be found learning new skills and arts in her free time. She enjoys cooking, painting, watching Formula 1, doting on her fish, and spending time with family and friends.
Mike Seek
Integrity Insurance & Financial*
Mike, a graduate of the University of Washington, is a property/casualty, life, and disability insurance professional, and he's been on a long quest to provide the best solutions to his clients. After starting his career with Country Companies, he realized that some of his clients needed a more robust product line. In 2003, he formed an independent insurance firm so he could have the tools to pursue the best possible coverage options at the most reasonable terms for his clients.
In 2005, Mike teamed up with our team. Now, Mike's offerings allow our team to deliver high-quality insurance solutions to our clients.
Mike and his wife, Helen, live in Mukilteo with their son, Austin. Mike serves on the Mukilteo YMCA Board of Directors and enjoys playing golf and attending his son's baseball games.
*Integrity Insurance & Financial is separate and unrelated to Commonwealth Financial Network®.
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