917 S Monroe St, Spokane, WA 99204   Office: 509-328-5627   Fax: 509-328-4634

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"Life is difficult. This is a great truth, one of the greatest truths. It is a great truth because once we truly see this truth, we transcend it. Once we truly know that life is difficult, once we truly understand and accept it, then life is no longer difficult. Because once it is accepted, the fact that life is difficult no longer matters."
- M. Scott Peck
The Road Less Traveled

Our Philosophy

The complexity and rate of change in life is sometimes staggering. As we are faced with a barrage of information, choices, and many times, competing philosophies on how to manage our financial affairs to work towards goals, there comes a point in which a firm direction needs to be set. Having a trusted partner on this journey is critical.

What
Our purpose is to provide customized advice and strategies which seek to move you closer to your financial and life goals. Today's technology allows us to provide a comprehensive spectrum of services while delivering it in a small team format.

Who
We work best with those who wish to be engaged in the process and desire to delegate the details of implementation.

Why
We strive to simplify and coordinate your financial life so that you can focus on the other, more important areas of your life.



How
By creating an overall strategy and methodically working through each component in bite sized chunks.

Do your due diligence. Check the background of this investment, insurance, and financial planning professional on: 
FINRA BrokerCheck CRD# 2397137
ADV 2B Brochure Supplement
SEC's Investment Adviser Public Disclosure
Certified Financial Planner Board of Standards and
Washington State Office of Insurance Commissioner.