Focus Areas
- Charitable Giving
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Camping
- Bowling
- Golfing
Team Members
Robin ThomasSr. Branch Office Administrator- Sheila MerchantBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Phone
(509) 682-9094Fax
(866) 664-2672Office Address
115 South Emerson St Suite DChelan, WA 98816opens in a new window
Mailing address
P O Box 2505Chelan, WA 98816
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