Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Entrepreneurs & Business Owners
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Reading
- Yoga
- Cycling
- Gardening
Team Members
- Katelyn GrahamSr. Branch Office AdministratorFPQP®
- Trayton HawleyBranch Office Administrator
Send Me a Message
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* Required fieldOffice 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 | Closed |
Fri | Closed |
Sat | Closed |
Sat | Closed |
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 | Closed |
Fri | Closed |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(360) 275-9617Fax
(855) 237-6156Office Address
23781 Hwy 3 #101 BBelfair, WA 98528opens in a new window
Mailing address
P O Box 1121Belfair, WA 98528
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