Find the Right Advisor for You

    We welcome the opportunity to meet with you in-person or virtually to discuss your financial goals and develop a plan for the future. Please contact the appropriate advisor’s office to schedule an introductory call, set up a meeting, or ask a question.

     

    Sally McCray Landscape Headshot

    Sally McCray, CFP®, CPA, CFS

    Office Location:
    11004 NE 11TH Street
    Suite 110
    Bellevue, WA  98004

    E-mail:
    [email protected]

    Telephone:
    425.455.4193

    Fax:
    425.451.8118

     

     

     

     

     

    Tamara Morse Landscape Headshot

    Tamara Morse, MBA, CFP®

    Office Location:
    316 Walnut Street
    Suite 301
    Edmonds, WA  98020

    E-mail:
    [email protected]

    Telephone:
    206.484.3134

    Fax:
    425.672.3135

     

     

     

     

     

    Ann Novosel Landscape Headshot

    Ann Novosel, CFP®

    Office Location:
    1904 3rd Avenue  Suite 925
    Seattle, WA  98101

    E-mail:
    [email protected]

    Telephone:
    206.728.2254

    Fax:
    888.408.9465

     

     

     

     

     

    Stephanie Shinn Landscape Headshot

    Stephanie Shinn, CFP®

    Office Location:
    626 North Fernside Drive
    Tacoma, WA 98406

    E-mail:
    [email protected]

    Telephone:
    253.882.6475