Our advisors

Our team

TJ Dicker

TJ Dicker

Operations Director

Qualifications

  • Series 7
  • Series 66
  • BS in Psychology from Western Washington University
  • In financial services industry since 2006

Roles & Responsibilities

  • Leadership and Development of Team members
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Lyndsay McEntee

Lyndsay McEntee

Marketing Consultant

Qualifications

  • Bachelor of Science in Business Administration from Gonzaga University

Roles & Responsibilities

  • Marketing strategy and execution, client experience, event management, leadership and development of employees and digital optimization.
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Justin Davis CRPC<sup>®</sup>

Justin Davis CRPC®

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • Series 7
  • Series 66
  • B.S. in Political Science; Minor in Business – University of Oregon
  • In financial services industry since 2007

Roles & Responsibilities

  • Financial situation analysis, cash flow and income generation strategies, financial plan projections, saving optimization, tax efficiency, and retirement planning.
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David McKinney CRPC<sup>®</sup>

David McKinney CRPC®

Investment Specialist,

Operations Specialist

Qualifications

  • Series 6
  • Series 7
  • Series 65
  • Bachelor of Arts, Economics, Whitman College
  • In financial services industry since 2005
  • Insurance licensed in Oregon, Washington

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, David will dig deep to find the answers you need.
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Kaitilin Newman

Kaitilin Newman

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Bachelor of Science from New York Univeristy (NYU)
  • In financial services industry since 2011
  • Notary Public
  • Member Washington State Policy Center – Young Professionals

Roles & Responsibilities

  • Money movement, wires and transfers, deposits and withdrawals, trades and other securities transactions, new account set up, statement review, investment research and analysis.
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Sheri Baglio CRPC<sup>®</sup>

Sheri Baglio CRPC®

Paraplanner

Qualifications

  • Series 7
  • Series 65
  • Series 66
  • BS Finance degree from Portland State University
  • CRPC®
  • In financial services industry since 2001

Roles & Responsibilities

  • Money movement, wires and transfers, deposits and withdrawals, trades and other securities transactions, new account set up, statement review, investment research and analysis.
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Jenna Busick

Jenna Busick

Client Service Coordinator,

Office Manager

Qualifications

  • In financial services industry since 2001
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Marta Benson

Marta Benson

Client Service Coordinator,

Office Manager

Qualifications

  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Brittany Olsen

Brittany Olsen

Client Service Coordinator

Qualifications

  • BS from Portland State University
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Tiara Pajimola

Tiara Pajimola

Client Service Coordinator

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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