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19401 40th Ave W, Suite 460, Lynnwood, WA 98036

(425) 774-9053 x 105
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Great practices working together to navigate your financial future.

Great practices working together to navigate your financial future.

Lynnwood

Shari Jenkins

Shari Jenkins, CFP®

LPL Financial Advisor

(425) 774-9053 x 104

(425) 744-0659

James Jenkins

James Jenkins

LPL Financial Advisor

(425) 774-9053 x 122

(425) 744-0659

Karin Blakley

Karin Frost Blakley CRPC, AAMS

LPL Financial Advisor

(425) 468-2217

(425) 744-0659

Bryan Hendrickson

Bryan Hendrickson

LPL Financial Advisor

(425) 774-9053 x109

(425) 744-0659

Eric Sandstrom

Eric Sandstrom

LPL Financial Advisor

(425) 615-7599

(425) 744-0659

Andrea Moran

Andrea Moran

LPL Financial Advisor

(425) 774-9053 x 121

(425) 744-0659

Bellingham

Tim Goering

Tim Goering

LPL Financial Advisor

360-734-4728 ext 102

Misty Triplett

Misty Triplett

Financial Advisor

360.734.4728

Jerry Barnett

Jerry Barnett

LPL Financial Advisor

360-739-9669

Shawn Morton

Shawn Morton

LPL Financial Advisor

360-734-4728

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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WHAT WE DO TOGETHER

Financial planning is at the core of everything we do with you including:


  • Retirement planning
  • Education funding
  • Life transitions
  • Leaving a legacy
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HOW WE WORK TOGETHER

  • Imagine and work toward your goals and dreams
  • Develop your customized strategy
  • Meet regularly to monitor your progress and adjust as needed
  • Celebrate each milestone along the journey
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WHO WE SERVE

  • Those who have work hard and are ready to enjoy their savings
  • Educators
  • Tech industry employees
  • Aerospace industry personnel
  • Parents and grandparents
  • Those transitioning from work to retirement
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Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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