Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies

Awards & recognition

  • Michael Brun, Five Star Wealth Manager, Washington state, 2022
  • Michael Brun, Ameriprise Client Experience Award, 2020,2021

Community participation

Holiday Giving - delivering gifts to over 100 children during the holidays.

Michael Zanders Board of Directors- Band of Angels bandofangels.org

Michael Zanders Endowment Committee Chair of The Temple, Congregation B'nai Jehudah

Our photos

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