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Our Values 

Our Values 

The highest standard of care when advising you about your finances. 

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Why a CFP? 

Why a CFP? 

Certified excellence in education, examination, experience, ethics, and enforcement. 

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Our Philosophy

Our Philosophy

 keep your investment costs as low as possible, and your money available to you when you need it.

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Financial Literacy

Financial Literacy

Want to learn more about retirement, Social Security, or estate strategies?

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Please call to set up a complimentary appointment!  (425) 495-7484

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Below are a few independent web sites with more information about me and my services.  Please click the links below to learn more.  

FINRA Broker Check

CFP(r) Board

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