Team

A familiar face, Lorie Waldner has been located at the credit union for 13 years. She holds a Life and Disability Insurance License in Washington State. In 2025, she joined Harborstone Investment Services as a Sales Assistant, bringing over a decade of credit union expertise to the team. Lorie specializes in streamlining account operations and providing high-touch support for clients. Her extensive background means she understands the unique needs of members, seeking to ensure that their transition into investment planning is smooth, accurate, and personalized.

Make an appointment at:https://oncehub.com/MegKupratty

Get started today at: https://getstarted.lpl.com/MegKupratty

Megan Kupratty has been serving clients as a financial advisor since 2018 and joined Harborstone Investment Services in 2024. She brings a strong commitment to helping individuals and families navigate their financial journeys with clarity and confidence. Serving the Puget Sound community, Meg provides flexible meeting options online or at convenient branch locations, making it easy for clients to access the support they need with a focus on branches in Kent Station, Bothell, Seattle, Bonney Lake, Federal Way, and Issaquah.

Make an appointment at: https://oncehub.com/RachelJohnson

Get started today at: https://getstarted.lpl.com/RachelJohnson  

Rachel Johnson has been providing clients with qualified financial guidance at Harborstone Investment Services since 2022 and has served as a financial advisor since 2018. As the South Region Lead Financial Advisor, she is committed to delivering personalized, accessible service, offering flexibility to meet clients at the branch location most convenient for them.

Rachel proudly serves clients online and throughout the South Puget Sound area, with a focus on Hawks Prairie, DuPont, Joint Base Lewis-McChord, Lakewood, Spanaway, South Hill, Tacoma, Gig Harbor.