Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After 30 years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community here in Seattle WA.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Investment Advisor Representative (IAR) | Registered Representative | Financial Advisor
Substantial experience in evaluating and designing risk management plans for estate and business liquidity using life insurance plans for businesses and business owners, estates (TOLI – Trust Owned Life Insurance) and individuals.
Retirement & Estate Planner
Certified Treasury Professional with an MBA-Finance and 20+ years of experience as a CFO. Skilled and experienced in designing and implementing financial for high net worth individuals. Substantial experience in writing investment...
Michelle has worked in the financial / insurance industry for over 15 years and has an extensive knowledge of the interworking of how carriers process business which helps keep things on track.
Whether you are investing to build wealth, take care of your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.