Your GPS for Navigating your Finances!



19020 33rd Ave W #480
Lynnwood, WA 98036


(425) 774-9053 x 116


(425) 744-0659


While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.

Once your goals have been established, we can customize strategies designed to suit your vision and objectives. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a road map to working toward a more independent financial future.  We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We look forward to using our experience to help you pursue your financial goals.

*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.