"Plan with a purpose."
As a financial advisor, people ask, "What do you do?" Like most of us, I wear many hats; however, I also help you make sense of the foreign language of finance.
WE STRATEGIZE
Your strategy is about you, so we start by answering essential questions.
-Who is most important to me?
-What brings me joy and adds meaning to my life?
-Can I support those I love financially, today and tomorrow?
Your individual answers help us discover your "why" and create a strategy is important to you; this is a foundational step.
WITH
This word holds great power. As a preposition, it is a connecting word. "With" means our branch team works together with you. It's a partnership where accomplishments can happen!
A PURPOSE
Your purpose is the guiding direction for your financial strategy. Results can happen when you and I create a strategy and take action! Our purpose is to be here for you, today and tomorrow.
Frequently Asked Questions:
-How do I know if I have saved enough to support my lifestyle throughout retirement?
-What can I do to grow my wealth for future needs and expenses?
-How can I protect my loved ones if something happens to me?
-How can I leave a legacy for my family?
-What steps can make leaving a legacy easier for my loved ones?
-What types of insurance do I have and need?
You don't have to do it alone. 'Plan with a Purpose' by connecting with us today!
Focus areas
- Retirement Income Strategies
- Socially Conscious Investing
- Charitable Giving
- New Investors
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Health & Nutrition
- Culinary Arts
- Traveling
- Music
Office Information
Phone Number
Michelle Courson at (509) 290-6257Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More