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.