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TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
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Supporting Scholars
We are honored to help provide a local student with the opportunity to study for and build a career, and we hope they will be

MARKET REVIEW: 3Q 2022
After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.

A College Savings Primer
With all of these savings methods, it’s best to start saving early – preferably as soon as the child is born or adopted. Time is

MARKET REVIEW: 2Q 2022
Financial markets remained volatile in the second quarter, making the first half of this year one of the most difficult in over 50 years.

Summer in the city
June started off as one of the rainiest on record in the Puget Sound region, leaving us wondering if we’d ever see summer.

Guidance in turbulent times
A good advisor is a resource during challenging times and helps both by planning in advance, so you’re prepared for market shocks, and by providing