Clients (both individual and businesses) who are not happy with their current financial "Picture" and would like to sit down with someone who is available...[more]
3642 - 33rd Ave S., Suite C-1
Seattle, Washington 98118
Categories:
FinanceI'm an Locally-based Insurance Agent/Principal who enjoys challenges. My partners and I work with foundational planning (i.e., Retirement strategies, Tax savings, Legacy planning on both a business and personal level). Our approach is Relationship-based planning, not transaction driven. We work hard to not only earn but KEEP your business and hope that we provide the type of service that will cause you to recommend us to help others that you care about. Our parent company was established in 1905 and our team represent over 30 years in the industry.
I have lived here in Seattle for 15+ years with my...[more]
3642 - 33rd Ave S., Suite C-1
Seattle, Washington 98118
Clients (both individual and businesses) who are not happy with their current financial "Picture" and would like to sit down with someone who is available...[more]