Broker Check


Whether it’s keeping up with trends or discussing some other topic, we are dedicated to providing sound information to our clients. Along the way, we like to have some fun, too! If any of the events below look interesting, please email us or give us a call. 

If you have an idea on what you would like to see in the future, send us a message, we are always open to suggestions!

Upcoming Events

March 6, 2020

6:45p - 10:00p

Angel of the Winds Arena

Hockey Night

Come join us to cheer on the Everett Silvertips as they take on the Tri-City Americans!

March 31, 2020

6:00p - 8:00p

Grazie Ristorante Italiano

State of the Markets

Looking for a fresh perspective on the market and economy? Let us know if you would like to attend our State of the Markets presentation.

May 27, 2020

6:00p - 8:00p

Grazie Ristorante Italiano

Women and Retirement 2020

Back by popular demand! Join us to discuss the unique challenges women face with investing and retirement planning.

Event Registration