Giving back to our community

As financial advisors, we assist our clients every day in developing creative solutions for their investment needs. We can think of no better investment we can make than to give back to the Tri-Cities community with our time, talent and resources.


While active in many local organizations, we proudly highlight the following efforts:


Our staff proudly supports the great work provided by the Children’s Reading Foundation of the Mid-Columbia and the Boys & Girls Clubs of Benton & Franklin Counties. We also serve as volunteer coaches and mentors for numerous youth sports teams. 

Economic Development & Community Engagement

We are proud community members of and serve on the Board of Directors for the Tri-City Development Council (TRIDEC) and volunteers for the Tri-Cities Regional Chamber of Commerce.


We financially support and serve on the Advisory Council of Washington State University Tri-Cities and Christ The King School.

BOOKS and VINES, Children’s Reading Foundation of the Mid-Columbia

We have participated in and sponsored this event since 2007. In 2018, we became the inaugural corporate sponsor of one of their lead programs: the First Teacher Library program! In this program, local teachers in grades K-3 receive a 75 book library for their classrooms in their first year of teaching. These books are compliments of the Children’s Reading Foundation of the Mid-Columbia and RBC Wealth Management!

Tri Cities branch sponsors annual volunteer banquet, hosts Secretary of Defense

The Tri Cities, Washington branch recently had a well-known visitor: Secretary of Defense James Mattis. Originally from Richland, Washington (where the branch is located) Sec. Mattis was in town to speak at the annual Tri-Citian of the Year volunteer banquet, which the Tri Cities branch sponsored. At the sold-out event with nearly 1,000 attendees, West Divisional Director Darryl Traweek spoke for a few minutes, and introduced Financial Advisor Andy Wade (COL, U.S. Army Reserves), who then introduced Sec. Mattis. Tri Cities Branch Director Brad Fisher knows Sec. Mattis personally, and invited him to visit the branch the following day. There, Sec. Mattis met with employees and family members, and a $2,227 donation was presented in his name from the branch to the Tri-Cities Food Bank.  The Tri Cities Branch hosts Secretary of Defense James Mattis (seated, third from left)