Broker Check

Meet The Team

Adriane Sasaki

Adriane M Sasaki

VP, Senior Wealth Advisor, CA Insurance License #0M77592

253-348-0053

Bob Reineke

Bob Reineke

VP, Senior Wealth Advisor, CA Insurance License #0I16931

541-285-8739

Brooke Baker

Brooke C Baker

VP, Senior Wealth Advisor, CA Insurance License #0L84740

253-318-5598

Debora Dinehart

Debora Dinehart

VP, Wealth Protection Strategist, CA Insurance License #4192058

971-245-9879

Diana Ortiz

Diana Ortiz

VP, Senior Wealth Advisor, CA Insurance License #0I88243

253-290-3101

Harold T Boucher'

Harold T Boucher'

VP, Senior Wealth Advisor, CA Insurance License #0I49058

509-202-6794

Jane Sobottka

Jane Sobottka, ChFC®, CLU®

AVP, Wealth Advisor, CA Insurance License #4204160

253-305-4541

Josh Sternberg

Josh Sternberg

Wealth Advisor, CA Insurance License #4029419

530-780-6287

Kenneth Hughie

Kenneth Hughie

VP, Senior Wealth Advisor, CA Insurance License #0L04681

503-812-7242

Shane Boehm

Shane Boehm, CWS® AIF®

SVP, Senior Wealth Advisor, CA Insurance License #0G99551

253-396-6905

Tania Lompa

Tania Lompa

AVP, Registered Wealth Associate

541-298-6614

541-298-6731

Valerie  Nolan

Valerie Nolan

Registered Wealth Assistant

503-279-3174

503-454-3385

Will  Moran

Will Moran

Wealth Advisor, CA Insurance License #4262023

206-945-2255

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.