C1 WEALTH MANAGEMENT - Key Persons
Job Titles:
- Financial Professional
- Intervention Specialist
After graduating from WWU in 1989, and a career in counseling as an Intervention Specialist, Anne entered the insurance and financial services in 1996. She has since enjoyed the opportunity to serve her clients with care and concern for their individual needs. As a Financial Professional, needs-based selling has been her approach and her heart is to serve. The value she gives her clients is the ability to listen with compassion and help them find the coverage needed to protect their families.
Anne and her husband Ed live in Maple Valley with their son, Joey. Her office has been in Enumclaw since 2001 and she enjoys giving back to her community through her support of the Rainier Hills Young Life Capernaum program for our friends with Special Needs; Enumclaw Police and Fire departments; the Enumclaw Plateau Farmers' Market; and the various small business owners in and around Enumclaw through her involvement with the Enumclaw Chamber of Commerce as well as the Enumclaw School District. Her family attends Mount Rainier Christian Church in Enumclaw and love supporting their church family.
In her free time, Anne and her family enjoy traveling, paddle boarding, bike rides and walks with their two labs, Gracie and Waldo. Anne also loves to spend time with her family and friends whenever they can with game nights, crafts and bible studies. Anne's hope is to be a friend to all she meets and provide a smile, or a hug as needed.
Job Titles:
- Customer Service Representative
Charity started in the insurance industry nearly 20 years ago, beginning at the bottom doing filing, answering phones, and clerical. As time passed, she learned more and more about the industry. Charity decided that personal insurance was her niche. She became licensed, and eventually worked her way up the knowledge ladder to become an underwriter. Charity is the type of person who likes to keep in the background, making sure all the "I's are dotted and the T's are crossed" - making sure that each client is covered to the fullest capacity that they need and want.
Christie Oxford joins C1 Wealth Management with over 30 years of experience in the Insurance industry, including all aspects of Commercial & Personal Lines. She brings extensive knowledge and collaborative leadership to the team.
Christie has a natural ability to connect with clients and partner with them to determine their insurance needs. She strives to have a positive impact on the clients' experience and is always focused on delivering value. She genuinely cares about the client and it shows every day.
Born and raised in the Pacific Northwest, Christie enjoys being outdoors, camping, and exploring the beautiful state of Washington with her husband.
When away from the office, you will find Christie spending time with her family. She also enjoys traveling, spending time with friends, and writing. Christie recently started a blog about her Australian Labradoodle, Odie, and their adventures and has many followers.
David was raised in the Skagit Valley and attended Mount Vernon High School, then received his BA at Western Washington University. David worked as a Financial Representative with Country Financial for 28 years, working with many people and businesses in the community.
In his free time David enjoys spending time with his 4 children camping, boating and fishing.
Job Titles:
- Founder
- President
- President - CEO
For 20 years, Jacob O'Banion has been holistically working with clients to help them accomplish their financial goals.
Jacob received his B.A. in Business Management from Washington State University.
As President and founder of C1 Wealth Management, Jacob loves helping his clients and takes that responsibility to heart. The well-being of our clients is behind every decision C 1 Wealth Management makes.
Jacob, his wife Chelle, and daughter Hailey, live in Lake Stevens, Washington.
In his free time Jacob enjoys spending his time with his family and traveling. Whether exploring in the Mountains or heading back to Pullman to take in a WSU game.
Jason Roesler received his B.A. and M.A. in Political Science from Washington State University. Jason, his wife Jordan and their kids Charlotte and Nic are happy to call Moscow home. Jason currently serves in an operations role with C1 Wealth Management. He is also licensed in WA and ID to sell property, causality and life insurance as well as currently holding his Series 6 and 63 licenses. Prior to joining C1, Jason spent nearly 20 years as a small business owner and working at Washington State University Foundation in various operations roles
In his free time, Jason enjoys spending time with his wife and two kids travelling, spending time outside and attending college sports. Go Cougs!
My name is Jennifer Bridgeford and I have lived in Kitsap County most of my life. I am a proud mother of 3, a wife and a business owner.
Hello, my name is Joshua Frey. I grew up in the beautiful Pacific Northwest and settled down in the North Idaho region. I enjoy spending time outdoors with my family of five, attending the various activities my kids are involved in, some woodworking and serving my community with our local church. Life is full of twists and turns and insurance is a complex and important topic that affects your financial security and well-being.
Melissa Thrash received her Property and Casualty license in 2020 after leaving her 21 year career as a Medical Massage Therapist.
As an Account Executive with C1 Wealth Management, it is her job to ensure that each and every client receives the highest level of customer service. Melissa prides herself on being able to do this with her attention to detail and by making sure our clients understand their coverage, while helping them make sure their families are adequately covered in all their policies. Melissa connects well with our clients and enjoys making sure that they are valued.
Melissa and her husband Tyson live in Bonney Lake with their son Johnny. If they are not watching their son participate in his high school marching band drumline, they enjoy taking their boat out on the lake, going to the racetrack to watch drag racing or riding their quads and dirt bikes at the dunes.
Tasha Estrada received her Property and Casualty license in 2011. She has spent the last 10 years continuing to grow and learn the ins and outs of the insurance industry and the coverages offered. As an Account Executive with C1 Wealth Management it is her job to ensure that each and every client receives the highest level of customer service. Tasha pride's herself on being able to provide excellent customer service, while ensuring that all of our clients have a solid understanding of both their coverages, and why we recommend the coverage that we do. She love's being able to help others understand their coverages and feel confident that they are making the right decision for them and their families.
When not at work Tasha can typically be found spending quality time with her husband of 8 years and their 3 beautiful children. As a family they enjoy exploring the outdoors, swimming, camping and sports. Reading is by far Tasha's favorite solo activity, If she is not with her husband and children she love's to get lost in the pages of a good book.
Tim has worked for 10 years as a Financial Representative and 12 years as a Client Account Executive, 9 time All American, high performer. Tim has had the desire to get back into the Insurance and Financial industry, being a part of C1 Wealth Management aligns perfectly with his values and principles. He has the belief that helping a customer being successful is what makes us successful. Doing what is right and being genuine builds relationships for years to come. Tim is passionate about helping people, he believes it is his responsibility as an financial professional to guide each of our customers through their questions and provide the products and knowledge that can serve them best.
Tim and his wife Dory live in Anchorage, Alaska and have three children, Nick who lives in Florida with his wife Brittany, Kaleigh who is in her last year of college studying Business Management and playing soccer for Corban University, and Rion who just graduated from high school and is looking to become a firefighter.
When they can Tim and his family love to go to Disney World , travel and just enjoy what life brings. He also loves to plays softball and hockey as well as spend time with family.
Tony Ramirez was born and raised in the Los Angeles area. After graduating from high school, he wanted to get into a cleaner environment, so he attended Humboldt State University in Arcata, CA where he received a bachelor's degree in forestry. After working the timber industry for a good 20 years he decided to make the move into the insurance industry about 18 years ago. Tony currently lives in Olympia, WA and is a die-hard Seahawks fan. He recently retired as a volunteer fire fighter from the East Olympia Fire Department where he served for over 18 years as a volunteer fire fighter.
Tony is married and has 2 beautiful daughters and 2 beautiful grandsons which are the light of his life.
During his free time, Tony loves working in his 1-acre backyard, maintaining a beautiful lawn, beautiful flower gardens and fruit trees.