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Meet The Team

Carol Dent

Carol Dent

Registered Financial Assistant

253-305-1557

Jessica Ames

Jessica Ames

AVP, Registered Financial Associate

253-396-6996

Paul Lee

Paul Lee

VP, Senior Financial Advisor

541-221-7778

Tania Lompa

Tania Lompa

AVP, Registered Financial Associate

541-298-6614

541-298-6731

Valerie  Nolan

Valerie Nolan

Registered Financial Assistant

503-279-3174

503-454-3385

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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