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

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Awards & recognition

  • Gigi L Brannan, Five Star Wealth Manager, Washington state, 2014-2023
  • Sage Advisor Group, Ameriprise Client Experience Award, 2022
  • Jeffrey Mushen, Forbes Best-in-State Next-Generation Wealth Advisors, 2022