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Washington State Legislative Building at sunset

Independent | Fiduciary Financial Advisor

2409 Pacific Avenue SE
Olympia, WA 98501

Phone:

360-350-4747

Fax:

360-350-4744

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Comprehensive Wealth Management

Planning

Our dynamic approach is based around your goals, dreams and family mission. Our process is thorough, comprehensive and built for you.

Retirement

A distinctive approach, backed by our experienced qualifications.

Estate

We weave highly skilled estate and wealth transfer consulting directly into your unique plan.

Retirement

A customized retirement income strategy.

Flatiron Building facade in New York City

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical standard in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Why Us

Our Alliances

Advyzon, MoneyGuidePro, and Charles Schwab logos

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Here are answers to some key questions about required minimum distributions.

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Describes financial burdens associated with end-of-life care and funerals.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future value of your current savings.

This calculator can help you determine how soon you can pay off your mortgage.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck