

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities

Certifications
CFP®
Certified Financial Planner™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Cycling
- Scuba Diving
- Traveling
- Art & Theater
- Volunteering
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 01:00PM |
Fri | 08:00AM - 01:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 01:00PM |
Fri | 08:00AM - 01:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Fax
(888) 822-4561Branch Team
- Kristen Murphy
- Sr. Branch Office Administrator
- Tiffannie Pierce
- Sr. Branch Office Administrator
Branch Team
Office Address
1120 12th StreetAnacortes, WA 98221opens in a new window
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