Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments
  • Small Business
  • Business Retirement Plans
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Community participation

Margaret

  • Bellevue Christian Trust & Investment Committee: Chairwoman (1999-Present)

Margaret & Robert

  • Northwest Harvest