Chi helps empower clients through both compassionate communication and a solutions-oriented approach. She works with the team in analyzing investment portfolios, financial plans, and managing client accounts. She enjoys helping people and believes in viewing problems as opportunities. “As a woman on the team, I offer a different perspective of the financial landscape and long-term goals,” she says. She strives to create a nuanced understanding of a client’s situation and objectives.

She joined Crossroads Financial Services in 2019, pivoting from a career in data analytics and management. She has long been drawn to the industry, following economics and politics while working abroad with media campaigns, and also with the Department of Defense while in the Middle East. She enjoys time with her family and exploring new places both locally and afar.

Peter is a dedicated LPL Registered Sales Assistant, leveraging a distinct background in mathematics and global studies to simplify complex subject matter and provide valuable insights within the practice.

Having graduated with a bachelor’s degree in mathematics and global studies, magna cum laude, with a minor in history and Eurasian studies, Peter views macroeconomic events through a multifaceted lens. He prides himself on his ability to distill complex subject matter into simplified information that serves to inspire confidence in clients and assure them that their finances are in good hands.

Clients’ appreciation of what his practice does lies at the heart of Peter’s motivation to succeed. His personal interest in technical analysis led him to the field of financial services. His personal role models include Richard D. Wyckoff, Ray Dalio and Warren Buffett.

When away from the office, Peter enjoys running, fishing, hiking, biking and watching movies. He is originally from St. Johnsbury, Vermont, and currently resides in Seattle.

Warren Kim has more than 25 years of experience in the financial services industry. His specialty is in fixed income, insurance, market linked products and annuities, a type of investment that aims to help clients plan for retirement and generate personal pensions. Warren also has a strong record of accomplishment of building, developing, and pursuing long-term business goals and financial plans with clients and partners.

Before joining Crossroads Financial Services, he has held senior leadership positions at Global Atlantic and ING where he managed regional teams, oversaw business development, and delivered innovative solutions to work towards client needs. He has a BA in Economics from the University of California, San Diego, and is constantly learning and updating his knowledge and skills in the field of finance. Warren’s mission is to provide high-quality financial advice and guidance to clients, and to support them in achieving their financial goals and dreams. The values of integrity, trust, collaboration, and excellence are principles that he brings to every interaction and transaction. Warren is excited to be part of the Crossroads team and expects using his ability and skills to contribute to the success of the organization and the satisfaction of his clients.

Haley is a Political Science and Informatics student at The University of California, Irvine, pursuing a pre-law track with a focus on media and technology. She brings a strong background in marketing, digital media, and communications to her role at Crossroads Financial Services, LLC, where she supports brand presence and organizational growth. 

With experience in content creation, website design, and multimedia production, Haley leverages her skills to enhance the firm’s digital reach. Her academic interests in law and technology inform her work, positioning her to contribute thoughtfully at the intersection of communication, innovation, and client engagement.

A native of the Puget Sound region, Christian joins our firm as a valued new team member, bringing with him a strong commitment to excellence and a genuine curiosity about financial markets and the broader economy. Currently pursuing a degree in Economics at the University of Washington, Christian is focused on building a strong foundation in market analysis, policy, and the forces that shape long-term financial trends.

Christian’s drive to learn and grow professionally is matched by his collaborative spirit and dedication to serving clients with integrity. He is eager to contribute fresh perspectives while developing the skills needed for a successful career in finance.

Beyond academics and professional interests, Christian enjoys staying active through basketball and hiking, and he is deeply engaged in his community through volunteer work. His balance of intellectual curiosity, discipline, and community-mindedness makes him a strong addition to our team.