Q2 Team Update Eric and Amy went to Memphis, TN to support the Best Damn BBQ Sauce Team in the Memphis in May World Championship BBQ Competition. The Best Damn BBQ team represented the Pacific Northwest well by placing top 10 in Sauce & Turkey! It was fun, exciting, very competitive, and another box…
Congrats Sarah! When Sarah joined the practice nearly two and a half years ago, she was always headed for the advisor track. Her experience in the client services role has given her a good foundation on which to build. In January, we celebrated Sarah passing her Uniform Investment Advisor Law Exam. This 3-hour exam covers…
Happy Fall! The leaves are beginning to turn, the birds are headed south, and the evenings are getting a bit cooler. This fall is especially welcome with the rains bringing some control to the fires that have done so much damage. We’re happy to think of the end of this incredibly challenging fire season. The…
In this new world, we’re doing our best to meet our clients where they’re at. For some, that means utilizing technology and the virtual meeting space. For others, that means gathering in person. To err on the side of caution, and remain in compliance with CDC and state guidelines, we’ve taken a few precautions. The…
We are happy to announce our newest team member, Eric Tanikawa. As a client service specialist, Eric will be working in-depth on the administrative details of client accounts. This includes processing withdrawal requests, preparing paperwork for client meetings, and proactively finding ways to serve our client families. You may hear his voice greet you when…
Michelle is inspired by the resilience of our client families. Hearing how you are staying connected with family and the creative ways in which you are staying healthy and strong is wonderful. She has taken your lead and spent some wonderful quality time with her own family, enjoying the sunny days as much as possible.…
Quarter 1 Team Update The first few months of the year have flown by for Michelle! She has been busy with lots of family activities, celebrating her birthday and gearing up to celebrate her cousin’s long-anticipated Vegas wedding and reunion with her family in March. As always, she looks forward to speaking with and…