Dedicated Professionals

    Our team of experienced, knowledgeable, and compassionate professionals supports Sally in bringing you the planning and investment advice to help reach your aspirations.

    Sally McCray Team Photo
     

    Sally McCray, CFP®, CPA, CFS

    Founder

    Sally is very “planning-focused,” both in her personal life and as a financial planning professional. That’s why for more than 25 years she has worked well with individuals, families, and small business owners who want a long-term financial strategy that’s built around their unique goals and circumstances.

    Sally earned a bachelor's degree in accounting from the University of Kansas. She began her career in 1979 working in business consulting, and in 1986 she began her independent advisory business.

    Sally is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Certified Fund Specialist. Because she is both a financial planner and an accountant, Sally has a strong understanding of the market’s intricacies. As a result, she can bring a tiered approach to plan your future and guide your financial decisions today.

    Over the years, Sally has intentionally kept her practice small so she has the time and capacity to devote to each of her clients. “I want to deeply understand their needs, situations, challenges, and dreams. When they work with me, I am their primary contact. That is the key to consistent, focused financial advice,” she says.

    Sally is active in professional and community service organizations, including the Financial Planning Association and the Women’s University Club. She has served on the board of the East King County Estate Planning Council and as vice president of finance for the Junior League of Seattle.

    Sally holds the FINRA Series 7 and 63 securities registrations and is insurance licensed in life and health in Washington state.

    In 2020, Sally joined forces with Ann Novosel, CFP®, Stephanie Shinn, CFP®, and Tamara Morse, CFP®, to expand Financial Advisory Partners. The partners offer their clients the benefits of their combined years of experience, knowledge, and strategic thinking.

    Sally enjoys traveling and spending time with her adult children. She also looks forward to someday reigniting her passion for backpacking and biking trips.

    Meet Sally’s Team

    Nicki Schaff Headshot

    Nicki Schaff

    Operations & Client
    Service Manager

    [email protected]

    Nicki started her career as a financial advisor. She loves the industry and quickly decided what she loves most is assisting an advisor and helping clients with the day-to-day activities. Believe it or not, she loves paperwork. You can see why she and Sally are a match made in heaven. Be sure to ask her about the newest addition to the Financial Advisory Partners family. Nicki and her husband Brian welcomed their first child at the end of 2020. Baby Carter is a boy.

    Lisa Lewis Headshot

    Lisa Lewis

    Operations Specialist

    [email protected]

    Lisa is the person you speak to if you request money from your investment account, as she's behind the scenes making sure it gets to you quickly. She brings our group more than 30 years of client service experience. Lisa is passionate about helping clients, and she's a great asset to our team. She has a keen eye for numbers and brings a personal touch to everything she does. She regularly treks to the other side of the mountains to visit her children and grandchildren on the dry side of the Cascades.

    Vanessa Oddo Headshot

    Vanessa Oddo

    Client Service Specialist

    [email protected]

    Vanessa joined our team in February 2020 and brings more than 21 years of customer service experience. She takes pride in ensuring your requests are processed thoroughly and she's exceptional at focusing on your needs. She thrives in our busy environment and enjoys getting to know you and assisting with any account-related inquiries. Vanessa and her husband, Angelo, moved to Washington in 2019 with their dog, Bella, and cat, Milo.

     

    E-mail:

    [email protected]
     

    Telephone:

    425.455.4193
     

    Fax:

    425.451.8118

    Office Location:

    11004 NE 11TH Street
    Suite 110
    Bellevue, WA  98004