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Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
- Portfolio Reviews
![](/sites/default/files/acquiadam/2023-09/certificate-icon-26x26.png)
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Gardening
- Pets
- Spending Time with Family
- Camping
- Volunteering
Team Members
- Peggy LindquistSr. Branch Office Administrator
- Kari VagenSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
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 - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
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
Additional Hours
- Evenings
Phone
(360) 336-6664Fax
(888) 826-3916Office Address
403 S 1stMount Vernon, WA 98273opens in a new window
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