Broker Check

Exciting News!

Our office location has recently changed! You will now be able to find us at 19401 40th Avenue West, Lynnwood, WA 98036. While our permanent space (Suite 460) is built out, we will be located on the first floor in suite 100. If you would like to send mail to us, please use Suite 460 in the address.

Our phone number, fax number, and email will remain the same so if you need to contact us, please reach out!

As always, our goal is to make your experience the best it can be, if you have any questions, don't hesitate to ask!

Meet the Team

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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