Our Team

With more than 30 years experience as a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Backed by the vast resources of Nations Financial, I am fully invested in my clients. I graduated from...

Todd is dedicated to serving his client's financial needs through a professional relationship based on trust, integrity, respect, and results. From job changes and retirement, to dealing with sudden wealth or the loss of a loved one,...

Pam began her career in 1983 and quickly learned that working in the securities industry was going to become a life long passion. After 34 years of experience, there isn’t much that she hasn’t seen or done and loves a...

Rebecca comes to us from Waddell and Reed. She has extensive Office Management and Client Services experience and is a welcomed asset to our team. A long time Kitsap County resident, Rebecca enjoys spending time with her husband, Mark,...