Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Jeff Thomsen

Jeff Thomsen

AAMS®, CLTC®

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Jeff Thomsen Visit Jeff Thomsen's website


Our team

Casey Kelly

Casey Kelly

Office Manager

Alyssa Hersey

Alyssa Hersey

Client Service Specialist

Personal Intro

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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