In the world of Wall Street, it can be hard finding a financial advisor who you can truly connect with and share your dreams and legacy wishes. I am a personal, holistic financial advisor that considers all elements of your life, from your finances to your family and money values. I have worked with families in our community for the last 20 years, navigating the winds of change life can present.
I am a fourth-generation graduate from White River School District, where my two boys are enrolled. My husband, Jeff, and I are very active in serving our community. My husband is in law enforcement, so we work with many families around the complex financial needs of our first responders. I have sat on the board for local nonprofit Angel Wings Foundation for the last several years, as well as volunteering to set up and run the Cleat Exchange for Mt Rainier Football Club. I also volunteer my time on White River HS Football Boosters Programs and City of Buckley Main Street Revitalization Committee. I enjoy snowshoeing and hiking when I am not watching one of my boy's sporting events.
I love being able to work with my community and help neighbors reach their own personal financial goals by using our established process. I see my clients at the store or the post office and feel good knowing we are making a difference in their lives and our community.
My branch office administrator, Rachel Northam, is also deeply rooted in our community. She is a partner at our office and prides herself on being dedicated to providing you with the highest level of service possible.
We are honored to be known as a connector and resource for sound guidance when it comes to your family finances, dreams and goals.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address21104 Sr 410 E
Bonney Lake, WA 98391 opens in a new window
Phone NumberRochelle Plaster at (253) 862-7934
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