Our advisors

Our team

Patty Ransford

Patty Ransford

Office Manager

Kara Moore Farley

Kara Moore Farley

Operations Manager

Audrey Arbow

Audrey Arbow

Financial Planning Specialist

Qualifications

  • B.S. in Applied Mathematics, Western Washington University
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Tyler Visten

Operations Specialist

Kristen Moore

Kristen Moore

Client Service Coordinator

Alisa Sands

Alisa Sands

Client Concierge