

Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Traveling
- Golfing
- Skiing
- Football
Team Members
Lori FeySr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(360) 426-8054Fax
(866) 532-5743Office Address
421 N 3rd StreetShelton, WA 98584opens in a new window
Mailing address
P O Box 1186Shelton, WA 98584
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