With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
With a wealth of experience in Customer Service and Business Management, Alyssa is passionate about connecting with clients to create excellent and meaningful client interactions. She currently attends Olympic College for a variety of Accounting certifications. In her spare time, she enjoys performing in theatre, singing, playing violin, and exploring the beautiful Northwest outdoors alongside her spouse.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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