Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Charitable Giving
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Spending Time with Family
- Community Outreach
- Outdoor Enthusiast
- History and Museums
- Traveling
Team Members
- Lorena UrrutiaBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:30PM |
Mon | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Fri | 07:30AM - 02:30PM |
Fri | 07:30AM - 02:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:30PM |
Mon | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Fri | 07:30AM - 02:30PM |
Fri | 07:30AM - 02:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(509) 665-9909Fax
(800) 509-0668Office Address
111 S MissionWenatchee, WA 98801opens in a new window
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