Forbes recognizes Addison Avenue financial advisors
Industry-renowned investment services teams gain valuable recognition with multiple award wins
SAN JOSE, CA (March 15, 2023) — Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, announced that Forbes named five financial advisors in its 2023 Top Women Wealth Advisors Best-In-State list, and ranked the Addison Avenue Boise, Idaho investment team No. 8 for Best-In-State Wealth Management Teams. The Forbes lists acknowledge the most influential financial advisors in the U.S.
“These accolades are a testament to our deep commitment to helping individuals and families achieve financial independence, and we’re thrilled to see our team receive the recognition they deserve,” said Kelly Corah, President of Addison Avenue Investment Services. “These individuals are outstanding role models of our people-before-profits philosophy, which ensures the needs of our members remain the top priority.”
Forbes’ seventh annual Top Women Wealth Advisors list features 1,697 women who oversee nearly $2.3 trillion in assets. Addison Avenue’s Best-In-State Women Advisor recipients across California, Colorado, Oregon, and Washington are:
- #5: Kimberlee Bouska, CFP®, CRPC® – A Certified Financial Planner™ professional and Chartered Retirement Planning Counselor℠ with over 20 years of experience.
- #13: Kasha McLemore, CFP®, CRPC® – A Certified Financial Planner® practitioner and Chartered Retirement Planning Counselor℠ with over 20 years of experience.
- #21: Kathy Wills – A Financial Advisor at Addison Avenue with over 10 years of experience.
- #24: Kristina Meyers, CFP®, MBA – A Certified Financial Planner™ practitioner with over 15 years of experience.
- #58: Laura Pedroncelli – A Financial Advisor with over 15 years of experience.
Additionally, the Boise, Idaho Addison Avenue investment team was ranked No. 8 in Forbes’ Best-In-State Management Teams list alongside 2,800 other teams responsible for approximately $4 trillion in assets. Team members recognized are:
- Jack Jackson, CFP®, CIMA®, AIF®: A Certified Financial Planner™ practitioner, Certified Investment Management Analyst® and Accredited Investment Fiduciary® with over 17 years of experience.
- Shane Serrano, AAMS®: An Accredited Asset Management Specialist℠ with over 6 years of experience.
- Sage H. Kendall: A Financial Advisor with over 17 years of experience.
In collaboration with SHOOK Research, Forbes determined rankings through a combination of qualitative and quantitative data, including: interviews, surveys, service/investing models, compliance records, revenue trends, and assets under management.
View the full list of Forbes’ Top Women Wealth Advisors here and the list of Best-In-State Management Teams here.
To reach the advisors at Addison Avenue Investment Services, visit https://www.firsttechfed.com/invest or call 855.855.8805.
About First Tech Federal Credit Union
First Tech Federal Credit Union is the financial partner for tech innovators. As the largest national credit union founded by and for the people of tech, First Tech understands the unique financial needs of their community and tailors services and solutions for them, including in-person banking, online and mobile banking, mortgages, loans, an investment division, and more. Because First Tech is member-owned, it puts people over profits, with competitive rates and lower fees that provide members with the roadmap they need for future financial success. Founded more than 70 years ago, First Tech has over $17 billion in assets and serves employees of cutting-edge companies like Microsoft, Intel, Cisco, Amazon, Nike, and Google through its dozens of branch locations and more than 5,000 Co-Op Shared Branch locations across the U.S. First Tech is federally insured by the NCUA and is an Equal Housing Lender. For more information, visit www.firsttechfed.com.
ABOUT ADDISON AVENUE INVESTMENT SERVICES
Registered Address: 5100 NE Dawson Creek Drive, Hillsboro, OR 97124 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with any organizations mentioned herein.
