ABOUT US

Meet The Team

Founded and led by Financial Advisor Janice Hammond, Sunrise Financial Services is a 100% locally owned, independent financial firm serving the greater Seattle area that can help guide you through both the financial and insurance worlds. 

Janice has hand-selected her small, but efficient team to provide thorough and personal customer service. No two clients are the same and as such every individual is provided with a plan and service tailored to their specific needs and circumstances. 

The team prides themselves in the bond they build with each new client and taking time to celebrate and share both personal and professional milestones. They strive to not only help clients prepare and plan for retirement but to help them enjoy it from time to time as well. 

FOUNDER & CEO

Janice Hammond

As the founder and CEO of Sunrise Financial Services, Janice brings over 15 years of financial industry expertise to her clients. Licensed as a Broker in both the Securities and Insurance sides of the financial industry, she provides comprehensive, broad-scope planning covering all aspects of strategic portfolio management. Her extensive world travel has provided her a worldly perspective and unique insights on finance and investing, key to her focused approach on the achievement of her clients’ goals. Janice is an active force in local community service, and she particularly enjoys supporting and participating in the Alzheimer’s Association and American Cancer Society activities. She loves traveling, and spending quality time with her husband, daughters, and cat, Maggie.

As Director of Operations for Sunrise Financial Services for nearly a decade, Vicki makes every aspect of our business flow smoothly. Her thorough knowledge of the financial industry means portfolio transfers and transactions are administered securely and in a timely manner. Vicki loves spending time with her family and two ridiculously good looking pups. She plays in local soccer leagues, loves trying new recipes in the kitchen, and watching her garden grow. You can contact her directly at operations@sunrisefinancial.net with any account or transaction-related questions. 

Vicki Krage

Director of Operations

As Director of Marketing and Events for Sunrise Financial Services, Vanessa plays an integral role in our new and existing client activities. Her experience in event planning and management allows her to organize events for both our clients and the community. She focuses largely on our new client onboarding process ensuring individual needs are heard and communicated to the rest of the team. Outside of the office Vanessa is often found with the furry members of her family – a husky and rambunctious kitty. You can contact her at service@sunrisefinancial.net with any client or service related questions, she will do her best to help.

Vanessa Potts

Director of Marketing & Events

As Para-Planner for Sunrise Financial Services, Daniel serves as an additional expert in the financial industry and provides support to Janice and her clients. He holds both B.S. and M.S. degrees in Finance and has worked for both small firms and large organizations, including Fidelity Investments and TD Ameritrade. His areas of expertise include stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Daniel enjoys spending his time outside of work with his wife and playing tennis. We encourage you to reach out to him at planning@sunrisefinancial.net with questions or concerns pertaining to the securities portion of your portfolio.

Daniel Rascoe

Para-Planner/Assistant Financial Planner

As Director of Client Relations, Kelana streamlines all communication between existing clients, Janice, and the support staff. With her background in office administration, she is an essential part of client scheduling, account updates, and delivery of portfolio information. Kelana is the always upbeat and positive persona clients meet when they call or come to the office. In her personal life, Kelana values her family and prioritizes time with her mother, sister, and cousins. You can contact her at office@sunrisefinancial.net with any existing account or scheduling questions.   

Kelana Savann

Director of Client Services

As a Financial Services intern Alyssa is new to the administrative workforce but has jumped in with an eagerness to learn and a can-do team player attitude. Alyssa is currently working towards her B.A. in Accounting at Seattle Pacific University. She has found a natural role supporting the rest of the team with administrative processing, scheduling, and client appreciation. We are happy to have her on board and to be part of her financial industry education. When she’s not in class or at the office Alyssa can often be found spending quality time with her six-year-old brother, Gabriel.

Alyssa Metzger

Financial Services Intern