Our Clients consist of individuals from all walks of life, business owners, and institutions that desire a partnership with a trusted advisor.  Individuals that  want to pursue their passions in life and prefer  to delegate the strategic management of their financial affairs to a trusted financial advisor. We are looking to partner with clients that are actively seeking guidance and direction to create a living financial plan that is unique to their circumstances.

Our Firm is committed to knowing our clients financial needs and finding a solution to reach Financial Freedom. We want to build a relationship with you as your trusted advisor, not only where your investments are concerned, but in coordinating your financial life. That’s why we take the time, upfront and ongoing, to get to know the details of your unique circumstances, goals and objectives. We want to help you make smart decisions toward your secure financial future.

Our Philosophy We believe that making informed investment and planning decisions now compound into financially attainable dreams later. Financial freedom is an attainable goal and is uniquely customizable between individuals - just like the plans and strategies we develop.

 

Kim M Johnson

As an advisor with 20+ years of experience, Kim takes a hands-on approach to meet the comprehensive financial planning needs of her clients. She'll work directly with you, applying her expertise, to offer financial planning services and  investment management as your life evolves. Finding the solutions that fit your individual needs.

When she is not in the office, you will find her spending time with her family, and spoiling the grandkids.  Her passion is mountain and road biking and spends as much time as she can outside enjoying the beautiful Pacific Northwest.

Jesse Johnson

Client Relationship Coordinator

As the Client Relationship Coordinator and first person of contact, Jesse strives to make strong and long-lasting relationships with each and every client.  He enjoys taking the time to get to know every individual to meet the needs of our clients accurately and efficiently, ensuring that the highest standards of service are always met.  Jesse started at the practice in 2021 and will be pursuing a career in financial planning.

When He is not in the office, you will find Jesse enjoying the great outdoors of the PNW.  He loves to spend time on the local lakes fishing from his kayak, or out exploring the mountain trails on his dirt bike.